Preparation20% of the exam

Navigating the server and TSM web interfaces

Tell the Tableau Server web environment (content, sites, users) apart from Tableau Services Manager (server configuration), sign in to each correctly, and move between a single site and the server-wide All Sites view.

Official exam objective
1.1 User Experience: 1.1.1 User Interface; 1.1.2 Navigation.

~8 min read · 3 practice questions

What the exam expects

  • Decide whether a task belongs in the Tableau Server web environment (sites, users, content) or in Tableau Services Manager (server configuration).
  • Sign in to the Tableau Server admin area and to the TSM web UI with the right URL and the right kind of account.
  • Predict which menus a server administrator or site administrator sees on a single-site or multi-site server.
  • Move between one site's administration menus and the server-wide All Sites view.
  • Read a site URL to tell which site you are on.

Key terms:

  • Tableau Server web environment: the browser interface where users work with content and administrators manage sites, users, groups and projects.
  • Tableau Services Manager (TSM): the web and command-line tool for installing, configuring and maintaining Tableau Server itself.
  • Site selector: the menu showing the current site name, used to switch sites or open Manage all sites.
  • All Sites: the server-wide view a server administrator uses for settings that affect every site.
  • Default site: the site you land on after the first admin sign-in; a server with only one site names it Default.

Key facts

Single-site server
Detail
The site selector does not appear; all other menus are the same
Manage all sites
Detail
Content and Group tabs go away; the site menu reads All Sites
Back to one site
Detail
Select All Sites, then the site to manage
Server administrator access
Detail
Tableau Server only; site administrator access is on Server and Cloud
Adding sites
Detail
Only server administrators can add sites
TSM web UI address
Detail
HTTPS on port 8850 to the computer running TSM, not a load balancer
TSM sign-in account
Detail
By default a member of the local Windows Administrators group
TSM processes
Detail
Keep running even when Tableau Server is offline
Admin area URL
Detail
Plain server URL; add the port if the server is not on port 80
Default site URL
Detail
No /site segment; other sites add #/site/ and the site ID
Sources for this section (5)
  • Why does a browser warn about the certificate when you open the TSM web UI from a remote computer?
  • When must the URL for the Tableau Server admin pages include a port number?
  • Which three earlier administration tools did TSM replace?
  • When you sign in to the Tableau Server admin pages for the first time, which page do you land on?

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

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