Upgrade to Tableau Server 9.3

Planning an upgrade to Tableau Server 9.3? Start here!

This page contains information on Tableau Server 9.0 - 9.3. Information new or updated for 9.1, 9.2, or 9.3 is indicated with 9.1 , 9.2, or 9.3 tags.


The redesigned user experience lets you access data faster and manage content easier with Tableau Server 9. Start here to learn about the new features.


Tableau Server 9 is easy to install, operate, and upgrade. But it's a good idea to be prepared when upgrading a server. Here are some resources to help you get ready.

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Main considerations Revision History
  • 9.3 Revision History: Tableau Server can now save previous versions of a workbook, allowing users to revert back when necessary.
Monitoring and Alerts for Low Disk Space On-Demand Connections
  • 9.3 On-Demand Connections: Tableau Server will now only connect to the data sources required to display your connection.
Kerberos Support for PostgreSQL and Teradata Connections High Availability
  • 9.0 High Availability has been completely redesigned.
  • 9.3 Manual Failover: You can now disable automatic failover of the active PostgreSQL repository.
  • HA now requires three nodes; external failover hosts are no longer available. For more information see Distributed environment requirements
  • There is a known issue affecting HA with multiple repositories in versions 9.0.0 - 9.0.4. Please contact Tableau Support for questions and guidance.
Project Permissions OpenID Connect authentication support Toolbar and Web Authoring Updates Enhanced Server Resource Manager Logging
  • 9.2 Enhanced SRM Logging now records changes in memory and CPU usage for each of the processes Server Resource Manager monitors, in addition to logging when processes are recycled.
New Tableau Mobile app
  • 9.1 Tableau Mobile has been completely rewritten, including support for high-resolution offline snapshots in Tableau Server 9.0.6 and later. Tableau Mobile 9.1 for iPad is available now. Tableau Mobile 9.1 for Android tablets is in development and will ship at a later date.
  • 9.1 Offline Snapshots can be disabled on the Server or Site settings page.
Active Directory Synchronization
  • 9.1 Synchronize All Active Directory Groups on a Schedule
  • If a user account is disabled or is deleted from Active Directory, the user is removed from Tableau Server group and is unlicensed.
  • Subscriptions Distribution List workaround: if you have been changing a user's email address in Tableau Server as a workaround to enable a subscription to be emailed to a distribution list, AD sync will now update the user's email address back to whatever is stored in Active Directory.
Custom Admin Views
  • Use the "tableau" or the "readonly" account for custom administrative views. Other accounts are unsupported, and can no longer be used for this purpose. Custom views using other accounts will stop working until the account is changed to "tableau" or "readonly."
  • Starting in 9.0, it is possible to use internal SSL to protect internal communications to the repository. If you are enabling internal SSL and using custom admin views, see SSL for Direct Connections.
Automating Server with Scripts
  • Verify that scripts work (e.g. backup scripts)
  • Update file paths to new version in scripts (e.g. C:\Program Files\Tableau\Tableau Server\9.0\bin)
Extract Space Considerations
  • The upgrade from version 8 to version 9 will temporarily duplicate your extracts, so you need space on your install drive for an extra copy of your extracts during the upgrade. Consult Known Issues to troubleshoot.
SAP HANA Single Sign On (SSO)
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Consider a dress rehearsal. Tableau's license allows you two non-production installations in addition to your production server. Keep your disaster recovery environment untouched, and set up a separate environment to test the upgrade.

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Create a test environment

  • Mirror the configuration - similar hardware, software, authentication, proxy servers, load balancers
  • Avoid sending duplicate subscriptions from the test environment, disable subscriptions before taking a backup of the production environment.
  • Avoid doubling database load due to extract refreshes. Disable scheduling before taking a backup of the production environment.
  • Manually replicate the configuration, when you do the restore of the backup(*.tsbak) use the –no config option

Things to test include:

  • Administration: administrative workflows, scripts, custom admin views and other customizations or alerts.
  • Data sources: test live connections and scheduled extract refreshes
  • Subscriptions
  • Workbooks & Dashboards: verify key dashboards render as expected, and test key end user workflows.
  • 9.1 Embedded Dashboards and Clickjacking Protection: as of 9.1 Clickjacking Protection is enabled by default. This will block embedded views from loading if the URL used was copied from the address bar rather than using the Share link.
  • Embedded dashboards, trusted tickets, and API calls: URL format has changed in order to improve performance and responsiveness. Calls to the old URLs are generally redirected, but testing is advised, especially if a load balancer or reverse proxy is involved.
  • User Management & Authentication (SAML, Active Directory - test authentication and sync from all domains)
  • User acceptance testing: consider granting users access to the test environment before the production upgrade to verify views.
  • Mobile clients - Tableau app and mobile browsers
  • High Availability - test failover and integrations with external monitoring/alerting/scripts
  • 9.3 Postgres Database Verification: tabadmin verify_database can be used to check the Postgres database for errors.


When you’re ready to upgrade, follow these easy steps.

View the upgrade resources

Make sure you have the most current maintenance release Follow the Pre-Upgrade checklist and Upgrade your environment
  • Pre-Upgrade checklist
  • Upgrade - Same Hardware. If upgrading from Tableau Server version 8, consider whether the existing hardware will be sufficient for version 9 per the note in the Plan section of this page.
  • Migrate to New Hardware
  • Verify the backup before upgrading (see the Test section above.)
  • Copy the backup file to a second storage location, such as a network share.
Manage end-user expectations Version compatibility & upgrade order
  • Read this compatibility guide first
  • Upgrade Tableau Server first; 9.x clients can't publish to 8.x servers.
  • Editing and saving 8.x workbooks from 9.x clients will upgrade file format.
  • No need to upgrade existing workbooks to gain performance benefits.
  • End-users can have both 8.x and 9.x versions of Tableau Desktop installed at the same time. The last version installed will be the default opening version.
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Get Help

Need help with the upgrade? Have additional questions before you start? Looking for detailed recommendations? We have a range of resources, from our Tableau Server & Online Admin Community to our Professional Services 9.0 - 9.3 Upgrade Package.

Get help

Search Tableau's Self-Service Resources Tableau Server & Online Admin Community Technical Support
  • Open a support case. Describe how far you got in the upgrade process, and include the exact text of any error messages. Full-screen screenshots are tremendously helpful!
  • Optionally: include server logs. In some cases, having logs is necessary. Including them when you open the case may save some time.
  • Include information about the system that Tableau Server is running on by running msinfo32.exe and including the report.
  • Provide a phone number we can use to reach you
Professional Services Complimentary Server Upgrade Assistance
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