1. Tableau server training
Server administration

2. What you need to know about tableau server (1)
Tableau Server (TS) is a centralized BI software accessible by only web browser (PC/tablet/smartphone) to give functionalities: view reports/dashboards, share and collaborate, create and edit views, and manage user access permissions.
TS can be installed on single server or distributed server (in one domain).
TS supports following OS: Win Vista, Win 7, Win 8, Win Server 2003 (SP1 or higher), Server 2008, Server 2008 R2, Server Recommended on 64-bit Win Server (especially on production and/or DRC).
Where you can find help/manual:
PDF file: Tableau Server Administrator Manual
Installed help: from server portal -> Help menu -> Open installed help
Online help (tableausoftware.com):
Other useful resources:

3. What you need to know about tableau server (2)
IIS and Tableau Server ports: TS’s gateway listens on port 80, which is also used by Microsoft Internet Information Services (IIS) by default. If you are installing TS on a machine that also running IIS default port, you should modify the TS’s gateway port number or vice versa.
TS using several TCP/IP ports for each components. When installed, TS automatically set the ports on windows firewall, but maybe administrator need to adjust on proxy as well. For detail all ports you can search on installed help with keyword TCP/IP ports.
You can choose between ActiveDirectory (AD) user authentication or Local authentication when install TS. You can change between them by new installation and restore previous database but previous access permissions will be reset.

4. Installation and setup
Preparation
Installation
Initial Configuration
Activation & registration
Preparation
Download latest software
Requirements: Windows Server (2003 or later, x32 or x64 bit)
Join domain (if AD authentication apply)
Installation
Execute installation file
Needs local admin rights to install and open firewall port
Initial Configuration
User account that Tableau server service run under
User authentication: AD or local authentication
SSO for AD: FQDN name and nick name
Port for tableau server site
Open ports in Windows Firewall
Activation & Registration
Activate the product: software key from your account site
Needs internet connection or off-line activation (through off-line file)
Registration of product

5. Other server configuration
Data Connection
Caching: 3 options
Refresh less often
Balanced (specify n minutes)
Refresh more ofter
Ignore initial SQL statements (db feauture eg Teradata)
Servers
Configuration for distributed servers
For standalone server, default is good.
Add another tableau server worker process from another server.
VizQL for generating & interacting visualization
Application process for various server process e.g web server, metadata, etc.
Background process for scheduled data extract process.
Extract host for hosting data extract.
Two functions: alerts and subscriptions
alerts for admin notification when data engine and repository service UP or DOWN.
subscriptions settings will be used to send subscriptions to TS users.
SSL
Needs certificate file from a trusted authority (eg Verisign, Thawte, GoDaddy, etc.)
Set the certificate file (needs tableau server restart)
Make sure port 443 is open (tableau only support port 443 for secure port)

6. server screen: two tabbed screens

7. Administrative views Maintenance Sites Licenses Users Groups Projects
Server status, Usage analysis, rebuild search index, clear saved password for data connection, settings (embedded credentials, scheduling option for publisher, saved password option, user default start page, default language, reset all settings)
Sites
Manage TS sites (multi-tenancy)
Licenses
TS Licenses information
Users
Manage server users (add, edit, delete, import, publishing right, admin rights, add to/remove from group, license rights)
Groups
Manage group of user (add, edit, delete)
Projects
Manage projects (add, edit, delete, permissions for project)
Data Connections
List all data connections used by published workbooks and option to change data source (server connection)
Schedules
Manage server schedules (add, edit, delete, enable/disable, run now)
Tasks
List all server extract tasks (change task priority, change schedule, run it, delete it)
List all user subscriptions (delete, change schedule)

8. Server Maintenance
As system administrator, sometimes you need to check the status of the server, analyze and monitor the activity on the server, manage scheduled tasks, or perform certain maintenance activities such as rebuilding the search index. In addition, there are several settings that you may want to specify to customize the user experience for people using the server.
In the maintenance page:
Status
Analysis
Schedules
Activities
Settings

9. Maintenance: status
The maintenance page shows system status for the following Tableau Services on each machine:
Repository
Tableau Server Web Application
VizQL Server
Background Tasks
Web Server

10. Maintenance: analysis
As an administrator, you have access to some special views that give you information about the server and user activity:

11. Analysis: Server activity

12. Analysis: user activity

13. Analysis: performance history

14. Analysis: background tasks

15. Analysis: Space usage

16. Analysis: Customized view

17. Maintenance: activities
There are two maintenance activities that you can perform from the Maintenance page:
Rebuild search index
Clear all saved passwords

18. Maintenance: settings
As an administrator there are several settings you can specify to customize the user experience for people using the server. You can enable the following settings:

19. Managing Site
Use the Sites menu to create independent sites for different organizations or groups on a single server system. Each site’s workbooks, data, and user lists are isolated from those of other sites.
Tableau Server installs with a site named Default. If you’re running in single-site mode, you don’t need to explicitly use Default, it refer automatically. However, if you add one or more sites, Default becomes one of the sites you can log into when you log into Tableau Server. Default site can never be deleted but, just like sites that you add, it can be renamed.
Only the system administrator can add, see every sites and perform actions such as creating sites and making system-wide changes.
If System and Content Administrators is selected when add a site, content administrator can add or remove users on that site.
All sites on a server use the same Server Run As account and user authentication mode.
Users can belong to multiple sites, with different user rights and license levels on each site.

20. Licensing & User Rights
User administration
Adding User
Adding local user or from CSV file.
Adding AD user or import an AD group.
Licensing & User Rights
License levels: unlicensed (default), Viewer, Interactor, Guest (only processor licensed)
User rights: Publish and Admin right (Content admin or System admin).
Notes: Viewer licensed is not available since Tableau v6.
Permissions
Permissions applied on specific workbook or view.
Permissions set on specific user or group of users or both.
Permissions can be set individually or using predefined set of permissions called Role.
Role: viewer, interactor, editor, project leader, custom.
Permissions also can be set to a set of workbook in a Project.
The Admin right can only be assigned to users with the Interactor license level and the Publish right.
Content administrators can manage groups, projects, workbooks, and data connections. By default, content administrators can also add users and assign user rights and license levels but a system administrator can disable that (see Editing Sites). A content administrator cannot license an unlicensed user (change their level from Unlicensed to, for example, Interactor).
System administrators have all the rights of a content administrator, plus they can license unlicensed users, control whether content administrators can add users, create additional system administrators, and they can administer the server itself. This includes handling maintenance, settings, schedules, and the search index.

21. Add/edit permissions

22. Scope of Permissions
Site
Projects
Workbooks
Sheets

23. permissions

24. How permissions are evaluated for a view / workbook
Evaluate deny capability first
Evaluate single user permission first
Evaluate allow capability after that
Evaluate user group permission after that
Note: If the workbook is configured to show sheet as tabs, all sheets inherit the workbook permissions even if different permissions are specified on individual sheet.

25. Managing group
Users can group into one or more group to make it easier to assign permissions to multiple people at once.
There are 2 types depends on authentication type: local group and AD group.
AD group can be imported. Imported AD group can be synchronized to AD so that any new users in AD are also added to Tableau Server.
Delete group only delete the group but not delete users from server

26. Managing project
A project is collection of related workbooks (and hence views within the workbook). People can browse the workbook/view through Project or search specific project or filter and sort lists by project.
Projects are useful for collectively setting permissions on all of the workbooks in the project.
Only administrators can create new projects.
Tasks: Add new project. Set permission. Delete existing project.
Move workbook into a project.
Default project can not be removed. Because all workbooks must be part of a project, you can remove a workbook from a project by moving it to the Default project. Each workbook can only be part of a single project.

27. Managing Data connection
Every workbook that is published to the server contains one or more connections. These connections are listed on the Data Connections page.
The Data Connections page allows you to manage the connection information for all of the workbooks published to the server. For example, you may have a large number of workbooks that connect to a database on a specific server. If the name of the server changes you can update all of the workbooks at once so they reference the new server name. Another example is if a workbook connects to a data source using a specific user name and password. You can quickly update all of the workbooks to use different credentials.

28. Maintenance: schedules
Tableau Server allows you to refresh extracts that are published to the server on a schedule. For example, you may publish a workbook that uses an extract from a larger data warehouse that is updated weekly.
You can refresh the extract with updated data e.g. each week automatically by adding it to a schedule.
Schedules are only enabled when the server is configured with an Extract Storage Type.
You can monitor scheduled tasks using the Task History administrative view.

29. Tableau server monitor
Tableau server monitor can be accessed in the windows system tray. Using this tool you can start and stop the services, see server status, and launch tableau server site.
As an administrator, it’s recommended you use the tabadmin tool instead of TS Monitor, due to it will give more functionalities and status information.

30. Browsing tableau server
Navigation links
User account page
Page controls
Actions
Search
Sorting lists
Filtering lists
Favorites
Saving passwords

31. Server commands
There are 2 server commands: one for software administration and other for server task utilities: Tabadmin

32. Tabadmin cases Backup and restore Configure (idle time, query time)
Archiving and removing log files
Customize site name and logo
tabadmin stop
tabadmin ziplogs –a –f “c:\sample\TableauLogs ”
tabadmin backup c:\sample\TableauBackup tsbak –-host unsafe
tabadmin backup c:\sample\TableauBackup tsbak --stop-server --host
tabadmin restore c:\sample\TableauBackup tsbak
tabadmin set wgserver.session.idle_limit 10
tabadmin set gateway.timeout 3600
tabadmin set vizqlserver.session.expiry.timeout 60
tabadmin configure
tabadmin start
Tabadmin warmup
Tabadmin customize name “Pervasif Analytics”
Tabadmin customize logo “c:\sample\pervasif.png”
Tabadmin customize smalllogo “c:\sample\pervasif-small.png”
REM Batch Server barckup:
SET sPath=D:\Tableau Backup\
path = "C:\Program Files (x86)\Tableau\Tableau Server\8.1\bin"
tabadmin backup tabsvr_backup --userdir --date --unsafe
MOVE /Y "C:\ProgramData\Tableau\Tableau Server\*.tsbak" "%sPath%"

33. TABCMD commands Tabcmd login –s http://localhost –u budy –p password
Tabcmd get

34. Tabcmd cases
Login
tabcmd login -s -u [login] -p [pwd]
Export Views
tabcmd export "Q1Sales/Sales_Report" --csv -f "Weekly-Report"
tabcmd export -t Sales "Sales/Sales_Analysis" --pdf -f "C:\Tableau_Workbooks\Weekly-Reports"
tabcmd export "Finance/InvestmentGrowth" --png
Export Workbooks
tabcmd export "Q1Sales/Sales_Report" --fullpdf
tabcmd export -t Sales "Sales/Sales_Analysis" --fullpdf -- pagesize tabloid -f "C:\Tableau_Workbooks\Weekly-Reports"
Run schedule
tabcmd runschedule "Monday Morning"

35. Send e-mail Send attachment (pdf or png of view/dashboard)
Tabcmd login -s -u admin -p admin
Tabcmd get / views/Wow/SummaryReports.pdf -f progressReport.pdf
febootimail.exe -SMTP yourSMTPhost.yourcompany.com
-TO
-FROM
-SUBJECT "Generated Tableau View - Tableau Server Automated Alert System (TSAAS)"
-ATTACH " C:\\Program Files\\Tableau\\Tableau Command Line\\progressReport.pdf"
-BODY "this is the text of the body"
Send formatted (embedded view image in body )
Tabcmd get / views/Wow/SummaryReports.png -f progressReport.png
-HTMLFILE " body.html"
febootimail -SERVER smtp.gmail.com -SSL -AUTH PLAIN -USER -PASS ********** -TO -FROM -SUBJECT "Generated Tableau View - Tableau Server Automated Alert System (TSAAS)" -ATTACH " C:\\Sample\\test.pdf" -BODY "This is the text of the body"
febootimail -SERVER smtp.gmail.com -SSL -AUTH PLAIN -USER -PASS ********* -TO -FROM -SUBJECT "Generated Tableau View - Tableau Server Automated Alert System (TSAAS)" -HTMLFILE C:\\Sample\\TableauReport.html
<html>
<head><title>Tableau PDF Report Distribution: An Example</title></head>
<body>
<img src=DataPesertaPKH.jpg></body>
</html>

36. Database maintenance: Backup, restore, recover extract
It is important to back up TS so you can restore published workbooks, data sources, and other server settings in case of a system failure.
Tableau will store server data and settings into one file with extension .tsbak. When upgrade version, TS will automatically create .tsbak when uninstall previous version that will be used to restore into the new version automatically when installation.
There are 2 database backup operation: safe and unsafe.
Safe backup: provides 100% data integrity but requires downtime for entire backup process (lots of data = hours of downtime)
Unsafe backup: provides zero downtime but data integrity is at risk.
Run “tabadmin backup” also removes TS log files older than seven days.

37. Database backup For detail backup options run: tabadmin backup --help
Safe Backup
{Stop server using tabadmin stop; or use --stop-server option on backup command}
Run: tabadmin backup --stop-server
Unsafe Backup
There is no need to stop the server
Run: tabadmin backup --unsafe

38. Safe backup

39. Database Restore Stop server by typing command: tabadmin stop
Restore the database from .tsbak file by typing:
tabadmin restore <filename.tsbak>
Start server by typing command: tabadmin start
Incase you need to restore TS backup without configuration (e.g to the fresh new server, change authentication, etc.), run the restore by typing:
tabadmin restore --no-config <filename.tsbak>

40. Improved tableau 8.1 safe backup: reduced downtime significantly

41. Troubleshooting (1) What application you need to know:
Tableau Server program folders
(from windows Start):
Run tabadmin using windows cmd with
run as administrator (local)
Tableau command folder:

42. Troubleshooting (2) Configure Tableau Server
Manage Product Keys: Refresh Maintenance date, Deactivate Key

43. Troubleshooting (3)
Log and Temporary Files. TS generates logs and temporary files that can help you understand and track recent activity as well as debug any problems that may arise.
Log files locations:
C:\ProgramData\Tableau\Tableau Server\data\tabsvc
Temporary files locations:
C:\ProgramData\Tableau\Tableau Server\temp

44. Tableau server training
User interactor training

45. Browsing tableau server
Logging In: default site, multiple sites
Navigation
Navigation links
Page controls
User account page
Actions
Searching
Using List
Sorting lists
Filtering lists
Favorites
Saving passwords
Displaying views
Help
Log Out

46. Working with views as interactor user (1)
Sheet tabs
Share workbooks
ing a view
Embedding views
Explore data via Tooltips
Sort
Filter
Quick filters: how to use various filter controls
Reverting filters
Export (data, crosstab, pdf, image)
Advance through pages
Zoom and pan
Pause automatic updates
Refresh data

47. Working with views as interactor user (2)
Download workbooks
Follow hyperlinks
Highlight
Use marks to highlight
Use legends to highlight
Highlight actions
Comment
Understanding and using tags
Saving changes to views and share to another user
Custom view menu
Saving custom view
Sharing custom view
Accessing other user custom view
Making your view private
Removing changes from your view

48. Setting Permissions Setting permissions for workbooks and views
Setting permissions for a data source
Viewing current permissions

49. Tableau MOBILE (ipad, android tablet, or supported mobile browser)
Logging In
Explore the data
Filter data
Highlight findings
Understanding and using tags
See more details
Select multiple marks
Zoom to focus
Use tools to export and refresh
Tableau Application for iPad. Browse the server:
Workbooks
Favorites
Recents
Gallery
Settings

50. Introduction to Tableau server customization

51. Tableau server customization
Embed Views
Trusted Authentication
Javascript API
Related to TD Pro: Tableau Data Extract Command-Line Utility

52. Embed views
Embed published views from Tableau Server into webpages, blogs, wikis, web applications, and intranet portals including SharePoint.
The embedded views blend seamlessly into webpages and are fully interactive.
The views update as the underlying data changes or the workbooks are updated on the server.
Embedded views follow the same licensing and permission restrictions used on the server.
Three ways to embed views:
Use as-is the Share embed code / link
Write your own embed code
Use the Tableau Javascript API

53. Use as-is the Share embed code / link
The link can be used for href link, link, powerpoint webpage add-in, or other application with webpage viewer.

54. Write your own embed code
There are 2 approaches:
Use Tableau Javascript
<script type="text/javascript" src="
<div class="tableauPlaceholder" style="width:800; height:600;">
<object class="tableauViz" width="800" height="600" style="display:none;">
<param name="host_url" value=" />
<param name="site_root" value="/t/Sales" />
<param name="name" />
<param name="tabs" value="yes" />
<param name="toolbar" value="yes" /></object></div>
Specify the View URL
<iframe src=" width="800" height="600"></iframe>
Embedding in sharepoint also use the View URL on SharePoint’s Page Viewer Web Part (provided by Tableau).
Please view on TS manual for full list of embed parameters

55. Trusted authentication (1)
Use case: application that embed views from Tableau Server, already have a way of authenticating users, hence want to avoid login prompt twice for users.
Trusted authentication simply means that you have set up a trusted relationship between Tableau Server and one or more web servers. When Tableau Server receives requests from these trusted web servers it assumes that your web server has already handled whatever authentication is necessary.

56. Trusted authentication: How it works (1)

57. Trusted authentication: How it works (2)

58. Tableau Data Extract Command-Line Utility
Use cases: data sources can only be accessed from workstation/desktop, TS can not access (or need additional software) to data sources.
Program location: C:\Program Files (x86)\Tableau\8.0\bin
There are 2 commands: tableau refreshextract and tableau addfiletoextract
Syntax help by typing option help:
tableau refreshextract –help
You can use config file to provide all options if updating the data source multiple times.

59. Javascript api
Please see Tableau JavascriptAPI Tutorial on Tableau Server Manual.
Access the tutorial from: