{"id":14077,"date":"2023-08-03T10:21:45","date_gmt":"2023-08-03T10:21:45","guid":{"rendered":"https:\/\/monocroft.com\/?p=14077"},"modified":"2023-08-29T08:17:29","modified_gmt":"2023-08-29T08:17:29","slug":"a-step-by-step-guide-to-how-to-upgrade-tableau-server","status":"publish","type":"post","link":"https:\/\/monocroft.com\/a-step-by-step-guide-to-how-to-upgrade-tableau-server\/","title":{"rendered":"A Step-by-Step Guide to How to Upgrade Tableau Server"},"content":{"rendered":"\n
The more businesses continue to rely on data, Tableau Server plays a vital role in enabling comprehensive data analysis and visualization. However, to leverage the full potential of Tableau functionalities, there is a need for a regular server upgrade.<\/p>\n\n\n\n
While upgrading Tableau Server can unlock and provide access to fascinating features, it is not without its difficulties.<\/p>\n\n\n\n
In this article, I will walk you through in detailed steps how to upgrade Tableau Server, as well as explore testing procedures for a seamless and successful upgrade process.<\/p>\n\n\n\n
So, let’s get started.<\/p>\n\n\n\n
Tableau Server is an online platform designed by Tableau that serves as a central repository for hosting and managing Tableau workbooks, data sources, and related data.<\/p>\n\n\n\n
With a wide range of features and functionalities, Tableau Server allows users to effectively manage data storage within the available memory.<\/p>\n\n\n\n
To fully harness the potential of Tableau Server, then it is essential to always upgrade it to unlock a plethora of functions. Here are some reasons why you need to upgrade your Tableau Server:<\/p>\n\n\n\n
For a successful and effective upgrade of your Tableau Server, you can follow the below steps:<\/p>\n\n\n\n
After reviewing release notes and system requirements;<\/p>\n\n\n\n
Now that you have backed up your Tableau Server, the next step is to set up the upgrade environment. To do that:<\/p>\n\n\n\n
Operating System: Windows Server 2016 You can set up a virtual machine like VMware, Hyper-V, or VirtualBox. However, make sure the specifications are the same or are close to the specifications of the production Tableau server. e.g.,<\/p>\n\n\n\n Operating System: Windows Server 2016 After setting up a test environment, the next thing to do is;<\/p>\n\n\n\n To ensure a successful and seamless upgrade of your Tableau Server, below are some best practices you should follow:<\/p>\n\n\n\n Before starting the upgrade process, always make sure to completely back up your existing Tableau Server, such as data sources, workbooks, etc. This makes sure your data remains safe in case of any unforeseen issues during the upgrade.<\/p>\n\n\n\n Confirm your existing Tableau Server environment is compatible with the latest version. So, make sure to review the Tableau official documentation or contact Tableau support to understand the system requirements.<\/p>\n\n\n\n Before upgrading your production environment, perform a trial upgrade on a virtual machine or a different server. Through this, you can assess the process, detect any potential issues, and make necessary adjustments.<\/p>\n\n\n\n It is important to inform everyone about the upgrade, including the scheduled downtime period. This ensures that users are aware of the temporary unavailability and helps to reduce disruptions to their work.<\/p>\n\n\n\n Finally, it is important to consider post-upgrade tasks such as adjusting settings, updating connections, and confirming permissions.<\/p>\n\n\n\n Upgrading Tableau Server is a strategic move that provides your organization with numerous benefits, like enhanced performance and security, as well as access to the most recent features and functionalities.<\/p>\n\n\n\n This article provides helpful tips on how to successfully upgrade Tableau Server and maximize its potential. With these best practices in mind, you can navigate the process with confidence.<\/p>\n\n\n\n By following the best practices outlined in this article, you can seamlessly navigate the Tableau Server upgrade process and unlock its full potential.<\/p>\n\n\n\n If you enjoyed reading this article, you can also read how to seamlessly integrate Tableau and SQL<\/a>.<\/p>\n\n\n\n Thanks for reading!<\/p>\n","protected":false},"excerpt":{"rendered":" The more businesses continue to rely on data, Tableau Server plays a vital role in enabling comprehensive data analysis and … <\/p>\n
CPU: Intel Xeon E5-2620 v4
RAM: 64 GB
Storage: 500 GB HDD<\/em><\/p>\n\n\n\n
CPU: Intel Xeon E5-2620 v4 (Virtual processor)
RAM: 64GB (Allocated to the virtual machine)
Storage: 500 GB Virtual Disk<\/em><\/p>\n\n\n\n\n
Step 4: Download the Latest Tableau Server Installer<\/h3>\n\n\n\n
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Step 5: Stop Tableau Services<\/strong> and Inform Users About the Upgrade Process<\/h3>\n\n\n\n
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Step 6: Run the Upgrade Installer and Monitor the Upgrade Process<\/h3>\n\n\n\n
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Step 7: Test the Upgraded Environment<\/h3>\n\n\n\n
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Step 8: Monitor and Troubleshoot<\/h3>\n\n\n\n
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Step 9: Inform Users about the Upgraded Server<\/h3>\n\n\n\n
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Best Practices for Upgrading Tableau Server<\/h2>\n\n\n\n
Perform a Comprehensive Backup<\/h4>\n\n\n\n
Check Compatibility<\/h4>\n\n\n\n
Always Test Upgrade<\/h4>\n\n\n\n
Notify Users and Plan for Downtime<\/h4>\n\n\n\n
Prepare for Post-Upgrade Tasks<\/h4>\n\n\n\n
Conclusion<\/h2>\n\n\n\n