Tableau Server Administration: Managing and Scaling Tableau Deployments

Duration: Hours

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    Training Mode: Online

    Description

    Introduction of Tableau Server Administration:

    Effective management and scaling of Tableau Server deployments are crucial for ensuring that your organization can leverage data insights efficiently. “Tableau Server Administration: Managing and Scaling Tableau Deployments” is an in-depth training course designed for Tableau Server administrators. This course covers the essential skills and best practices needed to manage, configure, and scale Tableau Server environments. Through hands-on exercises and real-world scenarios, you’ll learn how to optimize server performance, manage user access, and ensure the security and reliability of your Tableau deployments.

    Prerequisites:

    • Basic knowledge of Tableau Desktop and Tableau Server
    • Familiarity with data concepts and IT infrastructure
    • Experience with server administration or IT management is beneficial

    Table of Contents:

    1: Introduction to Tableau Server Administration
    1.1 Overview of Tableau Server
    1.1.1 Introduction to Tableau Server architecture and components
    1.1.2 Understanding Tableau Server’s role in data visualization and business intelligence
    1.1.3 Key features and capabilities of Tableau Server
    1.2 Setting Up Tableau Server
    1.2.1 Installation and configuration of Tableau Server
    1.2.2 Basic setup and initial configuration tasks
    1.2.3 Understanding Tableau Server’s licensing and deployment options
    1.3 Navigating Tableau Server Interface
    1.3.1 Overview of the Tableau Server interface and admin console
    1.3.2 Key areas of the admin console: Server status, settings, and user management
    1.3.3 Configuring Tableau Server settings for optimal performance

    2: Managing Users and Groups
    2.1 User and Group Management
    2.1.1 Adding and managing users and groups in Tableau Server
    2.1.2 Assigning roles and permissions to users and groups
    2.1.3 Configuring user authentication methods (local vs. SAML)
    2.2 Managing User Access and Security
    2.2.1 Setting up and managing user licenses and access levels
    2.2.2 Implementing security best practices for user access
    2.2.3 Managing site roles and permissions for effective access control
    2.3 Auditing and Monitoring User Activity
    2.3.1 Using Tableau Server’s auditing features to track user activity
    2.3.2 Generating and analyzing usage reports
    2.3.3 Setting up alerts and notifications for important events

    3: Content Management and Organization
    3.1 Managing Tableau Content
    3.1.1 Organizing and managing Tableau workbooks, dashboards, and data sources
    3.1.2 Setting up and managing projects, folders, and permissions
    3.1.3 Best practices for content organization and naming conventions
    3.2 Content Publishing and Sharing
    3.2.1 Configuring content publishing options and permissions
    3.2.2 Managing scheduled tasks and extract refreshes
    3.2.3 Sharing and collaborating on Tableau content with users and groups
    3.3 Content Versioning and History
    3.3.1 Implementing version control for Tableau content
    3.3.2 Restoring previous versions and managing content history
    3.3.3 Best practices for content backup and recovery

    4: Performance Optimization and Troubleshooting
    4.1 Optimizing Tableau Server Performance
    4.1.1 Monitoring and analyzing server performance metrics
    4.1.2 Configuring and optimizing Tableau Server for performance
    4.1.3 Managing resources and scaling Tableau Server to meet demand
    4.2 Troubleshooting Common Issues
    4.2.1 Identifying and resolving common Tableau Server issues
    4.2.2 Using Tableau’s diagnostic tools and logs for troubleshooting
    4.2.3 Best practices for problem resolution and maintenance
    4.3 Capacity Planning and Scaling
    4.3.1 Planning for capacity and growth of Tableau Server deployments
    4.3.2 Scaling Tableau Server horizontally and vertically
    4.3.3 Best practices for managing large-scale deployments

    5: Security and Compliance
    5.1 Securing Tableau Server
    5.1.1 Implementing security best practices for Tableau Server
    5.1.2 Configuring encryption and data protection measures
    5.1.3 Managing access controls and user permissions
    5.2 Compliance and Governance
    5.2.1 Ensuring compliance with organizational and regulatory requirements
    5.2.2 Implementing data governance practices within Tableau Server
    5.2.3 Auditing and reporting for compliance and security

    6: Advanced Administration and Automation
    6.1 Advanced Server Configuration
    6.1.1 Configuring advanced server settings and integrations
    6.1.2 Setting up and managing Tableau Server’s background tasks and processes
    6.1.3 Integrating Tableau Server with other IT systems and tools
    6.2 Automation and Scripting
    6.2.1 Using Tableau’s command-line utilities and REST API for automation
    6.2.2 Creating and managing scripts for routine administrative tasks
    6.2.3 Automating content management and deployment processes
    6.3 Disaster Recovery and Backup
    6.3.1 Implementing disaster recovery plans for Tableau Server
    6.3.2 Setting up and managing backup and restore procedures
    6.3.3 Testing and validating disaster recovery processes

    7: Capstone Project and Review
    7.1 Capstone Project Overview
    7.1.1 Guidelines for the capstone project: Managing a Tableau Server deployment
    7.1.2 Designing and implementing a comprehensive Tableau Server solution
    7.1.3 Addressing real-world scenarios and challenges in server administration
    7.2 Project Work and Presentations
    7.2.1 Working on individual capstone projects
    7.2.2 Peer review and group feedback sessions
    7.2.3 Final project presentations
    7.3 Final Review and Next Steps
    7.3.1 Summary of key concepts and techniques
    7.3.2 Exploring additional resources and advanced topics
    7.3.3 Course conclusion and participant feedback

    This course is designed to provide Tableau Server administrators with the knowledge and skills needed to effectively manage and scale Tableau Server deployments. The capstone project will give you hands-on experience in applying these techniques to real-world scenarios, ensuring that you are prepared to handle the complexities of Tableau Server administration.

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