Administration36% of the exam

Data connections, schedules, subscriptions and revisions

Maintain published data-source connections, build schedules that follow Tableau Server's time-alignment and priority rules, manage subscriptions through suspension and resumption, and control workbook and data source revision history on a site.

Official exam objective
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.

~7 min read · 8 practice questions

What the exam expects

  • Edit one or many published data-source connections, read the Test Connection state correctly and predict what happens when a bulk edit partly fails.
  • Create and modify schedules that obey the time-alignment rules, and predict run order from execution mode and priority.
  • Create, edit, unsubscribe, resume and delete subscriptions, knowing which settings can be changed in place and which need a new subscription.
  • Set a site's revision-history limit, clear revision history and explain what users need to work with revisions.
  • Backup, cleanup, start/stop, tsm and tabcmd are taught in Backup, cleanup, restarts and command-line scripting; analysis, users, licenses, REST API, logs, embedding and Desktop license usage in Server analysis, REST API, embedding and license usage.

Key terms:

  • Task: a scheduled extract refresh, subscription or flow run; each run it starts is a job.
  • Schedule priority: a number from 1 to 100 where 1 is the highest.
  • Suspended subscription: a subscription that stopped sending after repeated consecutive failures.
  • Revision: a previous saved version of a workbook or data source, kept in its revision history.

Key facts

Who edits connections
Detail
Server or Site Administrator, or a Creator who owns the data source
Test Connection
Detail
Disabled in 2021.4 and later when Prompt user for password is selected
Closed progress dialog
Detail
Edits continue in the background; failures are skipped
Schedule priority range
Detail
1 to 100, 1 is the highest
Same-workbook schedules
Detail
Always serial, even when set to Parallel
Subscription priority
Detail
Uses the schedule priority, not a task priority
Subscription recipients
Detail
Need View and Download Image/PDF permissions and an email address
Suspension threshold
Detail
5 consecutive failures by default, set server-wide with tsm
Subscription message
Detail
Changing it requires unsubscribing and creating a new subscription
Revision limit default
Detail
Enabled, 25 revisions per content resource
Clear Revision History
Detail
Deletes previous revisions, keeps the most recent version
Sources for this section (6)
  • When does a daily schedule need a start time but no end time?
  • Why does a filter applied to the open view not appear in a subscription email?
  • Why can a data source's task priority change after its owner republishes it?
  • Which workbook permissions does an Explorer (Can Publish) need to see revision history?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

Keep reading with the Tableau Server Administrator pack

  • Core concepts
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  • Worked scenario

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  • All 34 lessons of the Tableau Server Administrator guide, with reading progress
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