Tableau Server Admin
Connecting to and Preparing Data
1.1.1 User Interface
1.1.2 Navigation
1.2.1 Identify client components
1.2.2 Identify server components
1.2.3 Describe how they work together
1.3.1 Understand: 1.3.1.1 How to identify the current version of Tableau Server
1.3.1.2 Where to obtain the latest release of Tableau Server
1.3.1.3 Where to access release notes of Tableau Server
1.4.1.2 CPU requirements
1.4.1.3 Hard disk requirements
1.5.1 List the supporting Operating Systems
1.5.2.2 Options for email alerts
1.5.2.3 Anti-virus concerns
1.5.3 Identify the SMTP Server
1.5.4 Be familiar with potential port issues
1.5.5 Explain the purpose and benefits of a dedicated server
1.5.6 Identify the considerations for running in the cloud
1.6.1 Understand user-based licensing
1.6.1.1 Describe the different license types
1.6.1.2 Describe how license types map to site roles
1.7.1 Describe each Tableau Services Manager and Tableau Server process
1.7.2.2 Multiple-instance processes
1.7.2.3 Process-to-process workflows
1.7.2.4 Processes in distributed and high-availability environments
1.7.2.5 Purpose of a load balancer
1.8.1 Identify the ports required
1.8.3.2 Extract vs. Live Connections
1.8.4 Explain the benefits of published data sources
1.9.1 Understand network latency implications
1.9.2 Explain the risks of Dynamic-IP addressing
1.4.1.1 RAM requirements
1.7.2.1 Default process count at installation
1.8.3.1 File vs. Relational vs. Cube
1.4.1.4 Network requirements
1.8.2 Identify the necessary database drivers
Installation and Configuration
2.1.1 Understand installation steps and options
2.1.2 Understand Identity Store and SSO options
2.1.2.1 External (Active Directory) vs. local
2.1.2.2 Trusted Tickets
2.1.2.3 SAML
2.1.2.4 Kerberos and OpenID Connect
2.1.3 Describe the impact of the automatic-login options
2.1.4 Understand how to set up SSL
2.1.5 Understand Tableau best practices for installing a single-machine environment
2.1.6 Understand silent installs
2.2.1 Understand cache settings
2.2.2.2 Configure Email alerts / subscriptions
2.2.2.3 Configure optional customizations
2.2.3.4 How to enable and edit site subscriptions
2.2.3.5 Project configuration options
2.2.3.6 Group and User Configuration options
2.2.4 Understand who can add users
2.3.1 License type and site role
2.3.2 Admin level
2.3.3 Publisher level
2.3.4 Importing via Active Directory or Local
2.4.1.2 Project level
2.4.1.3 Group level
2.4.1.4 User level
2.4.1.5 Data source level
2.4.1.6 Workbook level
2.5.1.2 The ramifications of permission design
2.5.1.3 The Tableau Security Model
2.5.2 Describe the differences between Allow v. Deny v. None
2.1.1.1 Install Path
2.1.1.2 Gateway port
2.1.2.5 Personal Access Tokens
2.2.2.1 Apply process distribution
2.2.3.1 Site configuration options
2.2.3.2 User quotas
2.2.3.3 Storage quota
2.4.1.1 Site level
2.5.1.1 System permission composition
2.2.3.7 Revision history
Administration
3.1.7 Add, remove, or deactivate users
3.1.1 Maintain data connections
3.1.2 Create schedules
3.1.3 Create, edit and delete subscriptions
3.1.4 Perform Server analysis
3.1.5 Complete a backup and restore
3.1.6 Perform cleanup
3.1.8 Update licenses
3.1.9 Start, stop or restart
3.1.10 Utilize tsm and tabcmd
3.1.11 Use REST API
3.1.12 Work with Log Files
3.1.13 Understand Embedding
3.1.14 Monitor Desktop license usage
3.1.15 Manage workbook and data source revision history
3.2.1 View server status in multiple ways
3.2.2 View email alerts
3.2.3 Set data-driven alerts
3.2.4 Use built-in administrative views
3.2.5 Create custom admin views
3.2.6 Create a performance recording
3.2.7 Create a nested project
3.2.8 Work with Sites and Site Admin options
3.5.2 Publishing views and data sources
3.5.4 Interacting with a view via the Web
3.5.5 Web authoring & editing
3.5.6 How to share views
3.5.7 Data Source Certification
3.5.8 Extract caching
3.1.16 Content Migration Tool
3.1.17 Tableau Bridge
3.3.1 Data Management Add-on
3.3.2 Virtual Connections
Troubleshooting
4.2.1 Reset passwords for a Tableau user or Tableau Run-As Service account
4.2.2 Package log files for reporting
4.2.3 Use tsm to validate site resources
4.2.4 Rebuild the search index
4.2.5 Use maintenance analysis reports
4.1.1 Diagnose authentication failures
4.1.2 Diagnose SSL certificate issues
4.1.3 Diagnose database driver issues
4.1.4 Diagnose license issues
4.1.5 Diagnose disk space issues
Migration & Upgrade
5.1 Understand the upgrade process
5.2 Explain how and why to perform a clean reinstall
5.3 Describe how to migrate to different hardware
5.4 Understand backwards compatibility
5.5 Understand upgrade failure and rollback