TABS05G – Tableau Server Administration

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This course provides and in-depth coverage of Tableau Server Administration, where students will learn the knowledge and skills to administer a Tableau Server installation, including managing content, users and permissions. Students will also learn how to upgrade a single-server installation to a new version, as well as modifying the authentication method, and monitor the server status.

Course Length: 2 day(s)

Course Price: $1795 CAD

Available Course Formats:

  • In-class
  • Instructor Led Online

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Course: TABS05G – Tableau Server Administration

  • Tableau Server Overview
    • Tableau Product Line
    • End-User Abilities
  • Tableau Server Architecture
    • Component Functions
    • Server Diagrams
  • Single Server Installation
    • Technical Specifications
    • Tableau Server Installation Checklist
    • Configuration Options
    • Resolutions for Common Installation Issues
    • Installing Tableau Server Software
  • User Experience
    • Content Navigation, Searching, and Filtering
    • Exploring Server Content Types and Objects
    • Updating Account Settings
    • Setting the Start Page
    • Viewing Version Information
    • Renaming a Project
    • Adding a Workbook Description
  • Authorization and Permissions
    • Administrator Settings
    • Authorization Overview
    • Functional Security Model
    • Site Roles
    • Content Ownership and Permissions
    • Permission Rules and Capabilities
    • Permissions and the Default Project
    • Creating Projects, Local Groups, and a Local User
    • Importing Users and Adding Users to Groups
    • Granting Permissions to Projects
    • Creating a Project Leader
    • Publishing and Changing Ownership of a Workbook
    • Moving a Workbook
    • Site Administration
  • Data Sources, Extracts, Schedules, and Subscriptions
    • Creating, Publishing, and Connecting to a Data Source
    • Data Engine and File Store
    • Creating and Publishing Extracts
    • Backgrounder
    • Schedules
    • Subscriptions
    • Enabling Subscriptions and Alerts
  • Automating Server Tasks
    • Automating and Programming Server Tasks
    • Tabadmin
    • Tabcmd
    • Using the REST API
  • Monitoring Server
    • Viewing Server Status
    • Admin Alerts
    • Viewing Email Alerts and Admin Views
    • Enabling Access to the Repository
    • Custom Admin Views
    • Licensing Information
    • Performance Recording
  • Upgrading Tableau Server
    • Preparing to Upgrade
    • Upgrading Software on the Same Machine
    • Modifying the Authentication Method
    • Importing AD Groups
  • Log Files Administration
    • Overview of Log Files
    • Archiving Log Files
  • Data Security
    • Controlling What Users Can See
    • User Filters


This course is designed for those who will be administering a Tableau Server installation, including managing content, users, and permissions.


  • Knowledge of your business requirements
  • Experience using basic Windows functionality
  • Experience using a Web browser

2 days in-person, or 4 days virtual

Instructor Led In Classroom (2 days)

Newcomp can directly deliver courses through the use of in-class training facilities.

Currently,  in-class courses are offered in Markham, Ottawa, Vancouver, Halifax, and Edmonton. Please note that classes can be added to new areas based on demand.

Instructor Led Online (4 days)

Students receive the same quality as an in-class course, with a live instructor and the ability to participate in hands-on labs through real-life examples

ILOs help cut costs by reducing time and travel as they can be taken from home or the office and require only the use of a computer, high-speed wired internet and a headset.