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Tableau Server Administrator

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0/421Learned

Tableau Server Administrator Study Checklist
  • Platform Administrator
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  • Platform User Experience Designer
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  • B2C Commerce Developer
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  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Marketing Cloud Account Engagement Specialist
  • Marketing Cloud Next Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
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  • Agentforce Communications AP
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  • Agentforce Manufacturing AP
  • Public Sector Solutions AP
  • Revenue Cloud Consultant
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Next Consultant
  • Tableau Architect
  • Slack Administrator
  • Slack Consultant
  • Slack Developer

Checklist progressProgress

0/421Learned

  • Tableau Server web UI versus TSM web UI for administrative tasks
  • Tableau Server web UI layout: Home page, navigation pane and content types
  • TSM web UI sign-in and the pending changes workflow
  • Signing in from a browser or Tableau Desktop and choosing a site
  • Finding and filtering content on the Explore page
  • Site administrator navigation pages versus what end users see
  • Server administrator navigation across all sites
  • Tableau client applications and their roles with Tableau Server
  • Tableau Server architectural service tiers and their processes
  • Repository versus File Store as server storage components
  • Tableau Services Manager components versus Tableau Server processes
  • Tableau Server network interfaces and placement in a protected network
  • Gateway as the entry point for client requests
  • Publishing workbooks and data sources from Tableau Desktop to Tableau Server
  • Viewing the Tableau Server version in the web UI
  • Checking TSM and Tableau Server versions from the TSM command line
  • Short version versus long version_code formats
  • Sources for downloading the Tableau Server Setup program
  • Tableau Server release notes for new and changed features
  • Resolved issues for Tableau Server maintenance releases
  • RAM requirements: installation minimum and single-node production recommendation
  • Setup behaviour below the installation minimum versus below the production recommendation
  • CPU core requirements: installation minimum versus production recommendation
  • Physical core counting and hyper-threading
  • Required processor architecture and instruction sets
  • Installation minimum versus production-recommended free disk space
  • Installation drive, data directory location and partition type
  • Estimating disk space for extracts, workbooks and flows
  • Temporary disk space during extract refreshes
  • Disk space needed for backup temporary files
  • Effects of low disk space and options for monitoring disk usage
  • Supported Windows Server versions for Tableau Server
  • Supported Linux distributions for Tableau Server
  • Supported web browsers for Tableau Server users
  • Email notification types available in Tableau Server
  • Server-wide versus site-level settings for refresh failure and subscription email
  • Data-driven alert checking, suspension and failing-alert monitoring
  • Impact of real-time antivirus and endpoint tools on Tableau Server health
  • Antivirus exclusions for the Tableau Server program and data directories
  • Confirming antivirus as the cause of Tableau Server performance issues
  • Role of the SMTP server in Tableau Server email delivery
  • Configuring the SMTP server through the TSM web UI versus the TSM CLI
  • SMTP configuration settings and their defaults
  • TSM and Gateway port conflicts before installation
  • Pre-flight port and permission checks before install or upgrade
  • Port conflicts with other software: blocklisting ports and sizing the dynamic range
  • Purpose and benefits of a dedicated Tableau Server machine
  • Self-hosted Tableau Server on a public cloud versus Tableau Cloud
  • Cloud and VM instance sizing: vCPUs versus physical cores
  • Licensing Tableau Server on cloned or cloud virtual machines
  • Migrating Tableau Server from on-premises hardware to a cloud VM
  • Unlicensed users and granting a license on sign-in
  • Adding user license capacity and when new seats take effect
  • Login-based license management and Desktop and Prep Builder activation options
  • Core-based versus role-based Tableau Server licensing
  • Creator, Explorer and Viewer license capabilities
  • Guest access licensing requirements
  • Term versus perpetual Tableau Server licenses
  • Data Management and Advanced Management feature licenses
  • Site roles grouped by the license type they consume
  • Administration Controller, Administration Agent and Service Manager roles
  • Cluster Controller, Coordination Service and Client File Service roles
  • TSM maintenance service processes
  • Application Server (VizPortal) responsibilities
  • VizQL Server role in loading and rendering views
  • Backgrounder process and the server tasks it runs
  • Data Server versus Data Engine roles
  • Search, content exploration and collections service processes
  • Tableau Prep Flow Authoring and Prep Conductor processes
  • Auxiliary service processes alongside core server processes
  • Licensed versus unlicensed Tableau Server processes
  • Processes installed with two default instances versus one
  • Default VizQL Server instance count from physical cores
  • Default process configuration on below-recommended hardware
  • Multiple-instance processes versus one-instance-per-node processes
  • Backgrounder instances and parallel job capacity
  • Cache Server instance count guidance
  • Dynamic topology changes and when a restart is needed
  • Processes involved in loading and interacting with a view
  • Cache Server as a shared query cache across processes
  • Backgrounder workflow for extract refreshes
  • Subscription and data-driven alert delivery workflow
  • Single-node, distributed and highly available installation types
  • Processes that stay on the initial node of a cluster
  • Repository failover with active and passive instances
  • Purpose of a load balancer in front of multiple Tableau Server gateways
  • Load balancers versus reverse proxies and the public Tableau Server URL
  • Default Tableau Server ports to open in a local firewall
  • Reassignable gateway port versus the fixed SSL port
  • Dynamic process port range and License service port range
  • Dynamic versus manual port assignment in TSM
  • Viewing which ports Tableau Server processes are using
  • Database host and port access for data source connections
  • Installing database drivers for Tableau Server data connections
  • Database driver placement across Tableau Server nodes and processes
  • Updating an existing database driver on Tableau Server
  • File, relational and cube data sources and how Tableau Server handles them
  • Live connections versus extracts in Tableau
  • When to use an extract instead of a live connection
  • Identifying live, extract and embedded data sources on Tableau Server
  • Converting a live data source to an extract on the web
  • Published data sources versus data embedded in a workbook
  • Administrator benefits of published data sources on Tableau Server
  • Network latency impact on Tableau Server performance and component placement
  • Extracts versus live connections over slow or distant database links
  • Dynamic versus static IP addressing for Tableau Server and trusted hosts
  • Tableau Server installation sequence on a single computer
  • Optional initial node settings and their defaults
  • Run As service account choice at installation
  • TSM administrator access and the TSM Web UI
  • Activating and registering Tableau Server after Setup
  • Initial configuration and initialization through the TSM CLI
  • Creating the initial Tableau Server administrator account
  • Verifying a new installation with tsm status and admin views
  • Alternative Tableau Server installation methods
  • Default Tableau Server installation path and custom install locations
  • Install directory versus data directory (INSTALLDIR and DATADIR)
  • Folder permissions for a non-default install drive
  • Gateway port default, fallback and port choices
  • Changing the gateway port after installation
  • Authentication methods available for each identity store type
  • Combining authentication methods and programmatic client sign-in
  • Local versus Active Directory identity store responsibilities
  • LDAP bind options for an external identity store
  • Configuring an Active Directory identity store during setup
  • Changing the identity store after initialization
  • tsm user-identity-store commands for post-install LDAP changes
  • Purpose of trusted authentication for embedded Tableau Server views
  • Trusted ticket request and redemption flow
  • Configuring trusted hosts for trusted authentication in TSM
  • Client IP matching for trusted tickets
  • Restricted versus unrestricted trusted ticket sessions
  • Trusted ticket format, storage and transport security
  • Troubleshooting trusted ticket failures
  • How SAML single sign-on works on Tableau Server
  • Server-wide SAML versus site-specific SAML
  • SAML certificate, binding and metadata requirements
  • Configuring server-wide SAML with TSM
  • Matching IdP usernames to Tableau Server user accounts
  • Kerberos authentication flow with Tableau Server
  • Kerberos requirements and prerequisites on Tableau Server
  • Configuring Kerberos user authentication with TSM
  • Tableau client support for Kerberos single sign-on
  • OpenID Connect sign-in flow with Tableau Server
  • Configuring OpenID Connect: IdP registration and TSM settings
  • OpenID Connect claims, scope and user name matching
  • Username and password sign-in when SSO is enabled
  • Automatic logon with Microsoft SSPI in Active Directory deployments
  • Enabling or disabling automatic logon with tsm authentication sspi
  • Authentication methods and topologies incompatible with automatic logon
  • Automatic client connection and refresh tokens for connected clients
  • Ways Tableau Server can use SSL
  • SSL certificate and key file requirements for Tableau Server
  • Generating an SSL key and certificate signing request
  • SSL certificate chain file and the clients that require it
  • Enabling external SSL with the TSM web UI or the tsm CLI
  • Configuring Tableau Desktop and Prep Builder to trust the server certificate
  • Mutual SSL authentication between clients and Tableau Server
  • SSL for internal repository communication
  • When a single-server installation fits versus multi-node or high availability
  • Installer hardware checks and production-grade sizing
  • Beta, trial and jump-start installs versus production deployments
  • Host network prerequisites for the Tableau Server computer
  • Internet access needs: forward proxy and air-gapped installations
  • Unattended Tableau Server installation from the command line
  • Silent versus quiet versus passive Setup modes
  • Setup switches for logging, restart suppression, repair and uninstall
  • TSM port properties set at installation
  • Configuring the data cache with tsm data-access caching
  • Cache Server process role and failure impact
  • Changing process instance counts with tsm topology set-process
  • Scaling Backgrounder, Cache Server and VizQL Server instances
  • Process count changes that apply without a server restart
  • Process dependencies and removal limits when changing topology
  • SMTP server configuration for Tableau Server email
  • Securing SMTP connections with TLS
  • Verifying SMTP and email notification setup
  • Site email From address and footer for alerts and subscriptions
  • Prerequisites for users to receive subscription and alert emails
  • Customizing server name and logos with tsm customize
  • Sign-in page custom note and home page welcome banner
  • Language and locale settings for the Tableau Server web environment
  • Adding a project image for thumbnail view
  • Server settings versus site settings on single-site and multi-site servers
  • Site name and site ID in the site URL
  • Site settings that shape the end-user experience
  • tabcmd and REST API options for creating and editing sites
  • Site user limit options under the Managing Users setting
  • Site storage quota configuration and enforcement
  • Server-level prerequisites for enabling site subscriptions
  • Site-level subscription options in site settings
  • Testing subscription delivery on a site
  • The Default project as the template for new projects
  • Project ownership and changing the project owner
  • Assigning and removing project leaders
  • Moving workbooks and data sources between projects
  • Creating local groups and managing group membership
  • The All Users group and its default permission rule
  • Synchronizing Active Directory groups on demand and on a schedule
  • Grant role on sign-in versus on sync for group members
  • Administrator site roles that can add users to a site
  • Restricting site administrator user management on Tableau Server
  • How license type, site role and content permissions combine
  • Choosing a non-administrator site role for a user's needs
  • Changing an existing user's site role
  • Unlicensed site role and license availability when adding users
  • Licensing a user who belongs to multiple sites
  • Server Administrator versus Site Administrator scope
  • Server Administrator site role and license level
  • Site Administrator Creator versus Site Administrator Explorer
  • Site roles that allow publishing content
  • Creator versus Explorer (can publish) publishing scope
  • Adding local users to a site one at a time
  • Adding individual Active Directory users to a site
  • Importing an Active Directory group to create a Tableau group
  • CSV user import file columns for local and Active Directory servers
  • Server-level versus site-level CSV user import
  • Matching the user-add method to the configured identity store
  • Site roles in site-level security
  • Guest access as a site-level security setting
  • Setting project-level permission rules for each content type
  • Project capabilities versus project-level default rules for content
  • Locked versus customizable asset permissions on a project
  • Precedence of project, nested project and content permission rules
  • Group-based versus user-based permission rules
  • Effective permissions for a user in multiple groups
  • User permission rules versus group permission rules in evaluation order
  • Owner, project leader and administrator scenarios in a user's permissions
  • Data source permission capabilities
  • Setting permissions on an individual published workbook or data source
  • Workbook and view permission capabilities
  • Workbook versus view permissions and tabbed views
  • Granting web edit and save access to published workbooks
  • Capabilities, permission rules and templates as the parts of a permission
  • Reading the effective permissions grid in the permissions dialog
  • Recommended practices for designing Tableau permissions
  • Overlapping group membership in a closed permission model
  • Authentication versus authorization in Tableau Server
  • Order of permission evaluation for effective permissions
  • Row-level data security approaches
  • Network interfaces and encryption in Tableau Server security
  • Hardening a Tableau Server installation
  • Allowed, Denied and Unspecified capability states in a permission rule
  • None versus Denied permission rule templates

3.1.1 Maintain data connections

0/5

  • Viewing published data sources and their connections in the server web UI
  • Editing connection details for published data sources and workbooks
  • Embedded, prompted and saved credentials for published data connections
  • OAuth credentials for data connections on Tableau Server
  • Running an extract refresh on demand

3.1.2 Create schedules

0/6

  • Creating a new server schedule on the Schedules page
  • Schedule frequency options and start and end time rules
  • Schedule management rights for server and site administrators
  • Parallel versus serial execution for schedules
  • Schedule priority and how the backgrounder orders queued jobs
  • Enabling custom schedules for subscriptions

3.1.3 Create, edit and delete subscriptions

0/9

  • Subscribing yourself and other users to a view or workbook
  • Recipient prerequisites for receiving subscription emails
  • Subscription content, format, and empty-view options
  • Subscription frequency: When Data Refreshes versus a selected schedule
  • Subscriptions to filtered views through custom views
  • Subscribing a group and later changes to group membership
  • Editing and unsubscribing from your own subscriptions
  • Administrator management of all subscriptions on a site
  • Suspended subscriptions and how to resume them

3.1.4 Perform Server analysis

0/1

  • Performance monitoring data categories and where each is collected

3.1.5 Complete a backup and restore

0/7

  • Repository and File Store backup versus configuration export
  • Configuration assets excluded from TSM backups
  • Options for the tsm maintenance backup command
  • Backup file location and the backup-restore base file path
  • Scheduling recurring backups with tsm
  • Restoring Tableau Server from repository and configuration backups
  • Restore compatibility rules for identity store and server version

3.1.6 Perform cleanup

0/3

  • Purpose and scope of tsm maintenance cleanup and reclaiming disk space
  • Running versus stopped server effects on cleanup
  • Cleaning the http_requests table in the repository

3.1.7 Add, remove, or deactivate users

0/7

  • Server Users page versus Site Users page for managing users
  • Adding local users versus Active Directory users
  • Removing a user from a site versus deleting the user from the server
  • Content ownership and custom views when removing a user
  • Unlicensed site role for deactivating a user's access
  • tabcmd commands for adding, removing and deleting users
  • Active Directory sync and users removed or disabled in the directory

3.1.8 Update licenses

0/5

  • Where to view activated Tableau Server licenses and their details
  • Activating product keys online or offline to add license capacity
  • Refreshing license expiration and maintenance dates after renewal
  • Server administrator license consumption and expired admin licenses
  • Deactivating product keys and moving from core-based to role-based licensing

3.1.9 Start, stop or restart

0/2

  • Starting, stopping and restarting Tableau Server with tsm or the TSM Web UI
  • Restarting the TSM Administration Controller service

3.1.10 Utilize tsm and tabcmd

0/8

  • tsm versus tabcmd for Tableau Server administrative tasks
  • Authenticating tsm CLI sessions locally and from a remote node
  • Running and scripting tsm commands from the command line
  • Matching administrative tasks to tsm command categories
  • Changing server settings with tsm configuration set and pending changes
  • Installing tabcmd on a computer outside the Tableau Server installation
  • tabcmd session sign-in and command conventions
  • tabcmd commands for groups, projects, sites and published content

3.1.11 Use REST API

0/3

  • Tableau Server REST API purpose versus tabcmd and tsm
  • HTTP verbs and resource URIs in REST API requests
  • Signing in and authenticating REST API requests

3.1.12 Work with Log Files

0/4

  • Tableau Server log file locations and per-process log folders
  • Changing and resetting Tableau Server logging levels
  • Workflow for investigating Tableau Server issues with log files
  • Safe handling of log files on an active Tableau Server

3.1.13 Understand Embedding

0/5

  • Copying embed code and view links from the Share dialog
  • Account, license and permission requirements for embedded view viewers
  • Authentication options for embedded views
  • Restricting which websites can embed views from a site
  • Embedding API v3 versus legacy JavaScript API embed code

3.1.14 Monitor Desktop license usage

0/4

  • Enabling Tableau Desktop license reporting on Tableau Server
  • Configuring Tableau Desktop installations to send license usage data
  • Tableau Desktop License Usage and License Expiration administrative views
  • Login-based License Usage view versus product-key Desktop license reporting

3.1.15 Manage workbook and data source revision history

0/4

  • Enabling revision history and setting the site revision limit
  • Revision history access requirements and restoring earlier revisions
  • SSL requirement for previewing and restoring workbook revisions
  • Clearing the revision history for a site

3.2.1 View server status in multiple ways

0/4

  • TSM Status page, Tableau Server Status page and the XML status endpoint
  • tsm status versus tsm status -v for process and node state
  • Process status indicators on the server status pages
  • Responding to a Down process and Tableau Server self-correction

3.2.2 View email alerts

0/5

  • SMTP prerequisite and recipients for server email alerts
  • Server process event email alerts for up, down and failover states
  • Drive space threshold email alerts
  • Extract refresh failure email notifications at server and site level
  • TSM server notification options versus site email settings

3.2.3 Set data-driven alerts

0/7

  • Enabling or disabling data-driven alerts for a site
  • Creating data-driven alerts and the site roles allowed to create them
  • Access prerequisites for creating and receiving data-driven alerts
  • Managing all data-driven alerts in a site as an administrator
  • Controlling how often the server checks data-driven alerts
  • Suspended data-driven alerts and the failure threshold
  • Identifying and fixing failing data-driven alerts

3.2.4 Use built-in administrative views

0/5

  • Navigating built-in administrative views, including storage and disk space views
  • Server-administrator-only versus site-level administrative views
  • Content traffic versus user action administrative views
  • Background task administrative views for extracts, subscriptions and alerts
  • Load time and view performance administrative views

3.2.5 Create custom admin views

0/6

  • Enabling access to the Tableau Server repository
  • Choosing between the tableau and readonly repository users
  • Connecting Tableau Desktop to the repository and publishing custom admin views
  • Built-in admin views workbook as a starting point for custom views
  • Repository table families and their data lifetimes
  • Repository auditing and history retention settings

3.2.6 Create a performance recording

0/5

  • Enabling performance recording for a site
  • Starting a performance recording for a view from its URL
  • Viewing snapshots and stopping a performance recording
  • Events captured by a Tableau Server performance recording
  • Interpreting a performance recording workbook

3.2.7 Create a nested project

0/6

Creating top-level versus nested projects and who can do it

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Default permission inheritance for new nested projects

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Project leader access across child projects

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Moving a project into or out of a hierarchy

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Deleting a project that contains nested projects

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Project hierarchies for delegated team content management

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3.2.8 Work with Sites and Site Admin options

0/5

  • Sites as isolated tenants versus projects for separating content
  • Adding, editing, suspending and deleting sites on Tableau Server
  • Turning site features on or off in site settings
  • Site settings reserved for server administrators
  • Delegating user management to site administrators with user limits

3.5.1 Table recommendations

0/2

  • Data source and table recommendations and the recommendations training schedule
  • Recommended views: For You versus Trending

3.5.2 Publishing views and data sources

0/5

  • Publishing workbooks and data sources from Tableau Desktop
  • Publishing from the web and the rights required to publish
  • Published data source contents and how updates reach connected workbooks
  • Restrictions when a workbook uses a published data source
  • Access requirements and errors for published data sources

3.5.3 Renaming a workbook

0/2

  • Ways to rename a published workbook and who can do it
  • Downstream effects of renaming a published workbook

3.5.4 Interacting with a view via the Web

0/2

  • Interacting with published views and saving custom views
  • Administrator management of other users' custom views

3.5.5 Web authoring & editing

0/6

  • Site-level Web Authoring setting for workbooks and flows
  • Requirements and site-role limits for editing workbooks in the browser
  • Save versus Save As in web authoring
  • Starting a new workbook on the web with Connect to Data
  • Editing a published data source in the browser
  • Benefits and trade-offs of enabling web authoring

3.5.6 How to share views

0/2

  • Sharing a view with people or a link, and recipient access
  • Making a custom view visible to other users

3.5.7 Data Source Certification

0/3

  • How certification helps users find trusted data
  • Who can certify a published data source
  • Certifying a data source and adding a certification note

3.5.8 Extract caching

0/2

  • Workbook query cache warmup after scheduled extract refreshes
  • Server-level versus site-level controls for post-refresh cache warmup
  • Administrator reset of a user's password under each identity store
  • Resetting and recreating the initial administrator account
  • Updating the Run As service account password
  • Run As service account password expiry and process failures
  • Tableau Server log locations and log archive layout
  • Packaging Tableau Server logs into a zipped archive
  • Log archive options for date range and additional content
  • Data included in and excluded from a log archive
  • Archiving logs before cleanup in a troubleshooting workflow
  • Choosing which server logs to review when investigating an issue
  • Validating a site's workbooks and data sources with tsm
  • Rebuilding the search index and when to do it
  • What users see when the search process fails
  • Recovering from a failed search index rebuild during upgrade
  • Locating built-in administrative views and who can open them
  • Choosing the built-in administrative view for a monitoring need
  • Responding to a server process that stays down before contacting Support
  • Submitting a log archive to a Tableau Support case
  • Side-by-side TSM upgrade model and the downtime window
  • Reviewing product changes between the current and target versions
  • License maintenance status check before upgrading
  • Configuration details and asset files to capture before upgrading
  • Building a test environment to trial an upgrade
  • Running Setup and the upgrade script on a single-node server
  • Post-upgrade functional verification checks
  • Removing the previous Tableau Server version after an upgrade
  • Blue/Green versus in-place upgrades and OS version changes
  • When a clean reinstall of Tableau Server is the right approach
  • Uninstalling a Tableau Server version versus completely removing it
  • Backups, settings export and asset files to secure before upgrading, reinstalling or moving
  • Running the obliterate script to remove Tableau Server
  • Reinstall-and-restore sequence after removing Tableau Server
  • Hardware migration sequence using tsm backup and restore
  • Product key deactivation and activation when moving or reinstalling
  • Identity store matching when restoring onto new hardware
  • Tableau Desktop and Tableau Server version compatibility
  • Making workbooks compatible with older Tableau versions

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  1. Tableau Server Administrator Checklist
  3. Administration

Project hierarchies for delegated team content management

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Practice Question

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Next conceptSites as isolated tenants versus projects for separating content

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  1. Tableau Server Administrator Checklist
  3. Administration
Project hierarchies for delegated team content management

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Practice Question

Studying for this exam?

This is one of 421 concepts on the Salesforce Tableau Server Administrator exam.

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Keep going

Next conceptSites as isolated tenants versus projects for separating content

Explainer

A project is a container on a Tableau Server site that holds workbooks, data sources, and even other projects. When you build a hierarchy of top-level projects with nested (child) projects inside them, an administrator can hand day-to-day content management for each team to a project leader. That leader manages the team's content but does not get access to site or server settings.
Core information
  • Projects are used for navigation, organization, and access management for assets like workbooks, data sources, lenses, and nested projects. Tableau content such as workbooks and data sources must be in a project.
More details and nuances
  • Project leaders need an appropriate site role to add or remove child projects. Explorer (can publish) and above get full leader capabilities.

Explainer

A project is a container on a Tableau Server site that holds workbooks, data sources, and even other projects. When you build a hierarchy of top-level projects with nested (child) projects inside them, an administrator can hand day-to-day content management for each team to a project leader. That leader manages the team's content but does not get access to site or server settings.
Core information
  • Projects are used for navigation, organization, and access management for assets like workbooks, data sources, lenses, and nested projects. Tableau content such as workbooks and data sources must be in a project.
More details and nuances
  • Project leaders need an appropriate site role to add or remove child projects. Explorer (can publish) and above get full leader capabilities.