Tableau Server Certified Associate Self-Paced Study Guide eBook


Table of Content

Chapter 1: Introduction …… 23
Chapter 2: Connecting to and Preparing Data ……29
Chapter 3: Installation and Configuration …… 78
Chapter 4: Troubleshooting …… 111
Chapter 5: Migration & Upgrade …… 124

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Welcome to our ebook, “Tableau Server Certified Associate Study Guide”. This resource has been meticulously crafted to provide a comprehensive guide for those who are aspiring to take a significant step in their Tableau career.

Who is this book for
This book is primarily aimed at individuals looking to take the Tableau Server Certified Associate Study Guide. Whether you’re an absolute beginner seeking to kick-start your journey in Tableau, or you are a professional who’s familiar with the platform and looking to validate your skills, this guide provides a well-structured path to prepare for the certification.

This book will also be beneficial for IT professionals who want to understand Tableau capabilities and potential, team leaders who manage Tableau projects, and any ambitious individuals keen on delving into the Tableau ecosystem.


Exam details
The Tableau Server Certified Associate Study Guide is a testament to your knowledge and skills in Tableau. It proves your ability to implement, configure, and manage Tableau applications in real-world scenarios.

The exam typically comprises 55 multiple-choice questions to be answered in 90 minutes. A passing score is 750, meaning you must correctly answer at least 50 questions. However, bear in mind that Tableau exams are subject to change, and the exact format and passing score may vary.

Exam outline
As a reference, this exam guide includes test domains, coverage percentages and objectives only. The table below lists the main content domains and their weightings.

Domain 1: Connecting to and Preparing Data

1.1 User Experience

1.1.1  User Interface

1.1.2  Navigation

1.2 Topology

1.2.1 Identify client components

1.2.2 Identify server components

1.2.3 Describe how they work together

1.3 Versions

1.3.1 Understand: How to identify the current version of Tableau Server Where to obtain the latest release of Tableau Server Where to access release notes of Tableau Server

1.4 Minimum Hardware Requirements

1.4.1  Understand: RAM requirements CPU requirements

1.5 Software Requirements

1.5.1 List the supporting Operating Systems

1.5.2 Understand: Browser requirements Options for email alerts 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 Licensing

1.6.1 Understand user-based licensing Describe the different license types Describe how license types map to site roles

1.7 Server Processes

 1.7.1 Describe each Tableau Services Manager and Tableau Server process

1.7.2 Understand: Default process count at installation Multiple-instance processes Process-to-process workflows Processes in distributed and high-availability environments Purpose of a load balancer

1.8   Data Source Identification

1.8.1  Identify the ports required 

1.8.2 Identify the necessary database drivers 

1.8.3 Understand the differences between: File vs. Relational vs. Cube Extract vs. Live Connections

1.8.4 Explain the benefits of published data source

1.9 Infrastructure Network

1.9.1 Understand network latency implications 

1.9.2 Explain the risks of Dynamic-IP addressing


Domain 2: Installation and Configuration

2.1 Installation

2.1.1 Understand installation steps and options Install Path Gateway port 

2.1.2 Understand Identity Store and SSO options: External (Active Directory) vs. local Trusted Tickets SAML 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 Tableau Server Configuration

2.2.1  Understand cache settings 

Understand how to: 

Apply process distribution 

Configure Email alerts / subscriptions Configure optional customizations 

Describe: Site configuration options User quotas Storage quotas How to enable and edit site subscriptions Project configuration options Group and User Configuration options 

2.2.4 Understand who can add users

2.3 Adding 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 Security

2.4.1 Describe the security configuration for: Site level Project level Group level User level Data source level Workbook level

2.5 Permissions

2.5.1 Understand: System permission composition The ramifications of permission design The Tableau Security Model 

2.5.2 Describe the differences between Allow v. Deny v. None


Domain 3: Administration

3.1 Understand how to:

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 

3.1.7 Add, remove, or deactivate users 

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 Describe how to:

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

3.3 Contrast end-user with System-administrator capabilities

3.4 End-user Abilities

3.5 Understand:

3.5.1 Table recommendations 

3.5.2 Publishing views and data sources 

3.5.3 Renaming a workbook 

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


Domain 4: Troubleshooting

4.1 Understand requirements of third party cookies in a browser

4.2 Understand how to: 

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 

4.2.6 Create/open support requests


Domain 5: 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

This ebook covers all these areas in detail. We delve deep into each topic, breaking down complex concepts into comprehensible nuggets. We also provide practical examples and scenarios to aid your understanding and prepare you for the type of questions you might encounter in the exam.