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Tableau Server Administrator

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Tableau Server Administrator Study Checklist
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1.1.1 User Interface

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  • 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

1.1.2 Navigation

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  • 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

1.2.1 Identify client components

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  • Tableau client applications and their roles with Tableau Server

1.2.2 Identify server components

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  • Tableau Server architectural service tiers and their processes
  • Repository versus File Store as server storage components
  • Tableau Services Manager components versus Tableau Server processes

1.2.3 Describe how they work together

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Tableau Server network interfaces and placement in a protected network

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Gateway as the entry point for client requests

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Publishing workbooks and data sources from Tableau Desktop to Tableau Server

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1.3.1 Understand: 1.3.1.1 How to identify the current version of Tableau Server

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  • 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

1.3.1.2 Where to obtain the latest release of Tableau Server

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  • Sources for downloading the Tableau Server Setup program

1.3.1.3 Where to access release notes of Tableau Server

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  • Tableau Server release notes for new and changed features
  • Resolved issues for Tableau Server maintenance releases

1.4.1 Understand: 1.4.1.1 RAM requirements

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  • RAM requirements: installation minimum and single-node production recommendation
  • Setup behaviour below the installation minimum versus below the production recommendation

1.4.1.2 CPU requirements

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  • CPU core requirements: installation minimum versus production recommendation
  • Physical core counting and hyper-threading
  • Required processor architecture and instruction sets

1.4.1.3 Hard disk requirements

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  • 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

1.5.1 List the supporting Operating Systems

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  • Supported Windows Server versions for Tableau Server
  • Supported Linux distributions for Tableau Server

1.5.2 Understand: 1.5.2.1 Browser requirements

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  • Supported web browsers for Tableau Server users

1.5.2.2 Options for email alerts

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  • 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

1.5.2.3 Anti-virus concerns

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  • 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

1.5.3 Identify the SMTP Server

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  • 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

1.5.4 Be familiar with potential port issues

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  • 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

1.5.5 Explain the purpose and benefits of a dedicated server

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  • Purpose and benefits of a dedicated Tableau Server machine

1.5.6 Identify the considerations for running in the cloud

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  • 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

1.6.1 Understand user-based licensing

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  • 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

1.6.1.1 Describe the different license types

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  • 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

1.6.1.2 Describe how license types map to site roles

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  • Site roles grouped by the license type they consume

1.7.1 Describe each Tableau Services Manager and Tableau Server process

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  • 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

1.7.2 Understand: 1.7.2.1 Default process count at installation

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  • Processes installed with two default instances versus one
  • Default VizQL Server instance count from physical cores
  • Default process configuration on below-recommended hardware

1.7.2.2 Multiple-instance processes

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  • 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

1.7.2.3 Process-to-process workflows

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  • 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

1.7.2.4 Processes in distributed and high-availability environments

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  • 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

1.7.2.5 Purpose of a load balancer

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  • Purpose of a load balancer in front of multiple Tableau Server gateways
  • Load balancers versus reverse proxies and the public Tableau Server URL

1.8.1 Identify the ports required

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  • 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

1.8.2 Identify the necessary database drivers 1.8.3 Understand the differences between: 1.8.3.1 File vs. Relational vs. Cube

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  • 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

1.8.3.2 Extract vs. Live Connections

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  • 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

1.8.4 Explain the benefits of published data sources

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  • Published data sources versus data embedded in a workbook
  • Administrator benefits of published data sources on Tableau Server

1.9.1 Understand network latency implications

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  • Network latency impact on Tableau Server performance and component placement
  • Extracts versus live connections over slow or distant database links

1.9.2 Explain the risks of Dynamic-IP addressing

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  • 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
  • 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
  • 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
  • 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
  • Performance monitoring data categories and where each is collected
  • 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
  • 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
  • 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
  • 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
  • Starting, stopping and restarting Tableau Server with tsm or the TSM Web UI
  • Restarting the TSM Administration Controller service
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Creating top-level versus nested projects and who can do it
  • Default permission inheritance for new nested projects
  • Project leader access across child projects
  • Moving a project into or out of a hierarchy
  • Deleting a project that contains nested projects
  • Project hierarchies for delegated team content management
  • 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
  • Data source and table recommendations and the recommendations training schedule
  • Recommended views: For You versus Trending
  • 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
  • Ways to rename a published workbook and who can do it
  • Downstream effects of renaming a published workbook
  • Interacting with published views and saving custom views
  • Administrator management of other users' custom views
  • 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
  • Sharing a view with people or a link, and recipient access
  • Making a custom view visible to other users
  • How certification helps users find trusted data
  • Who can certify a published data source
  • Certifying a data source and adding a certification note
  • 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. Preparation

Publishing workbooks and data sources from Tableau Desktop to Tableau Server

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Practice Question

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Next conceptViewing the Tableau Server version in the web UI

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  1. Tableau Server Administrator Checklist
  3. Preparation
Publishing workbooks and data sources from Tableau Desktop to Tableau Server

Explainer

Learn More

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 conceptViewing the Tableau Server version in the web UI

Explainer

Publishing is how work built in Tableau Desktop reaches Tableau Server, where other people can use it in a web browser or the Tableau Mobile app. You can publish two kinds of content: data sources, which give everyone one shared and centrally managed copy of the data, and workbooks, which hold views, dashboards, and stories along with their data connection. Admins control who can publish through site roles and project permissions, and they manage the published content, extract refreshes, and permissions on the server.
Core information
  • Publishing widens the audience for an analysis. People can view, interact with, download, subscribe to, share, edit, and save published views even if they do not use Tableau Desktop.
More details and nuances
  • The site role caps what permissions can grant. For example, a user with a Creator license, the Explorer site role, and the Save capability on a project still cannot publish, because the site role blocks saving. Even a user with a Creator license and Creator site role cannot publish without the Save capability on at least one project.

Explainer

Publishing is how work built in Tableau Desktop reaches Tableau Server, where other people can use it in a web browser or the Tableau Mobile app. You can publish two kinds of content: data sources, which give everyone one shared and centrally managed copy of the data, and workbooks, which hold views, dashboards, and stories along with their data connection. Admins control who can publish through site roles and project permissions, and they manage the published content, extract refreshes, and permissions on the server.
Core information
  • Publishing widens the audience for an analysis. People can view, interact with, download, subscribe to, share, edit, and save published views even if they do not use Tableau Desktop.
More details and nuances
  • The site role caps what permissions can grant. For example, a user with a Creator license, the Explorer site role, and the Save capability on a project still cannot publish, because the site role blocks saving. Even a user with a Creator license and Creator site role cannot publish without the Save capability on at least one project.