Tableau Server Configuration and Administration.

1. TableauServerConfiguration
Setup Adminusername andpassword
NT Domain/username
Data Connection:

2. TableauServerpanel:Youcan see the leftside menuforAdminpanel
Settingsare self descriptive : EmbeddedCredentialswill allowpublisherstoattachpasswordsto
publishedworkbooksthatwillautomaticallyauthenticate webusers.
You can setup sites,users,Site users,projects,data connection,schedule,Tasks,etc..
Reportshelpanalyze Administrationtasks.
Analysis
Click on the view s below to display the corresponding analysis.
View Analysis
Server Activity A dashboard view showing recentactivity on the server
User Activity A view describing user activity, including sign-in time,hostname,and idle time
View Performance History A view describing server activity broken down by view
Background Tasks A view showing completed and pending task details
Space Usage A dashboard view showing the space used bypublished workbooks and data sources
Customized Views A dashboard view showing utilization ofcustomized views

3. Other Important Admin Activities
 Rebuild search index
 Clear all saved data connection passwords for all users
Generate and download a snapshotoflog files ▼
Settings
Setting Description
Embedded Credentials Allows publishers to attach passwords to published workbooks thatwill automaticallyauthenticate web u
Scheduling Allows publishers to assign workbooks to schedules.Embedded Credentials mustalso be enabled.
Save Passwords Allows users to save data source passwords across multiple visits and browsers.
Save Access Tokens Allows users to save access tokens across multiple visits and browsers.
Enable Guest Allows guestusers to see views withoutsigning in.
 Defaultstart page▼
 Defaultlanguage and locale▼
 Resetall settings to their defaultvalues
Sessionactivity,DetailedUserActivity

4. Performance Of Requests
Statusof backgroundtasks

5. Chart : Space usedby user
We will setupprocedure:
Development:Tableaudesktopdevelopreportsandkeeppublishingto Developmentsite
Testing:Whendevelopmentisfinishedandreportsare readyfor testing.Published(Tobe testedversion
to testsite).
TableauUser Password Name
Testuser Any
Password
TestUser
Dev User Dev
password
Dev user
I have segrated acess to dev / admin on UI
Install Tableau desktop on another machine or virtual machine
TableauDesktop:
Tableau Desktop 1 IP Address Username
Tableau Server Configuration:
1. Segregated access to Dev/Test / Admin on Tableau Server UI:

6. Test User: Viewer Acess
Development User: Publish Acess.
2. Separate Site for Test and Development User.
Dev:http://<IP address>/t/Dev/view/projects
Test: http:// <IP address>/t/Test/view/project
3. Password has been mailed to user separately.
4. encapsulate IP address with domain name (For which we need to host site)
https: may require certificates.
5. After Table Server was installed configure Sites/users/groups/access right
and public access was provided for test Configured for public

7. SAML detailstointegratingviaSAML
AccessRightsof userson workbook
AccessRightInteractor:

8. Workbook permissions  Role Editor
Otheriscustom role where youcan assignyourownrights
For view,Webedit,Dowwnload.Delete,Filter,comment,Summarydata,Underlyingdata,Exportimage,
Share Customized,move,setpermissions
By defaultmostpermissioninRole (customizedremains) Inherited.