I am in a similar position today as you were around 2 years back
I've been asked to define the roles and responsibilities of the Tableau Server admin. I am pretty sure you could help me with this.
Would appreciate your inputs.
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Here's a part of a position plan document I made back in January of 2014 (thus some of the terms used are dated). It's a start:
- Become the expert for Tableau server administration.
- Add users
- Create/Manage Groups, Workbooks and Projects, Database Views, Data Sources and Data Connections
- Add/Edit Sites and corresponding administration rights (System vs. Content)
- Create/Modify/Manage server task schedules
- Monitor server activity/usage statistics to identify possible performance issues/enhancements
- Run cleanup and create backups of the database
- Upgrade server software
- Enforce policies; assist users with workflows
- Work with program manager as necessary regarding issues such as server down-time, versioning
- Provide Tableau support to users
- Set up documentation for policies & procedures (workflows) in SharePoint tabs for:
- Administering the servers
- Types – Viewer; Interactor; Guest
- Who gets what Type
- Logs and Temporary Files
- Report publication (from QA to PROD)
- What does the admin do?
- What do users do?
- Use policies
- How to get started with Tableau as a User or Developer
- Access policies
- Approval process of who (guest, Group, etc.) can view what (workbook, Project, etc.)