Tableau Server for System Administrators Training Course


Tableau Server is an enterprise-scale business intelligence and data visualization platform. It enables users to analyze and generate reports and visualizations on large amounts of data so as to gain valuable business insight.

This instructor-led, live training (online or onsite) is aimed at system administrators who wish to set up and manage Tableau Server.

By the end of this training, participants will be able to:

  • Install and configure Tableau Server.
  • Set up users, roles and permissions to get a team up and running.
  • Access various data sources, manage content and access to the content by users.
  • Automate administrative tasks, including monitoring and log management.
  • Deploying Tableau Server to cluster.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.


  • System administration experience
  • Basic knowledge of business intelligence concepts


  • System administrators

Course Outline


Overview of Tableau’s Features and Architecture

  • How users interact with Tableau Server
  • Understanding server processes

Setting up Tableau Server

  • Evaluating configuration options
  • Single server installation

Setting up and Managing Users

  • Adding users
  • Setting authorization and assigning permissions
  • Assigning users to groups and sites
  • Deleting users

Working with Data

  • Connecting to a data source
  • Create an extract of the data
  • Securing data

Managing a Site

  • Creating views and workbooks
  • Setting up a schedule
  • Subscribing to a site

Deploying Tableau Server

  • Planning a deployment to production
  • Administrative roles
  • Distributing Tableau Server to multiple machines

Server Maintenance

  • Automating server tasks
  • Monitoring server performance
  • Managing log files

Administrative Tasks

  • Backup up Tableau Server
  • Upgrading Tableau Server
  • Using command-line utilities

Extending Tableau Server

  • Accessing the REST API
  • Modifying the authentication method

Best Practices

  • User and data oversight
  • Governance, security, and scalability

Summary and Conclusion

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