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.
- 9.3 What's New in Tableau Server
- 9.3 Welcome to Tableau Server
- 9.3 New Tableau Server Management Tools Blog
- 9.3 What's Changed in Tableau Server 9.3: Smart Default Configurations, Faster Failover, Manual Worker Upgrades in Distributed Installations
- 9.3 What's New in Tableau Desktop 9.0 - 9.3
- 9.3 9.3 Release Notes and Known Issues. Release Notes for older versions are also available.
- Free On-Demand Training
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.
- 9.3 Upgrading from 8.2 and later
- Upgrading from 8.1 and previous
- Ensure your system exceeds the System Requirements, and meets Hardware Guidelines. Tableau Server 9 adds many capabilities including greater parallelization of queries, query caching, a more responsive interface, powerful universal search, rewritten high availability, faster extract performance, and much more. These additional capabilities require additional computing power to get up and running compared to Tableau Server 8, depending on workload and architecture. But once the higher requirements are met, Tableau Server 9 is much more efficient and performs and scales significantly better on the same hardware than Tableau Server 8 did. More details are in the Scalability whitepaper.
- 9.3 Smart Tableau Server Default Configuration
- 9.3 Manually Upgrade Worker in Distributed Environment
- Make sure to update drivers
- New Ports: Cache Server, Cluster Controller, Filestore and Zookeeper are new processes requiring new ports
- Review known issues
- 9.3 Revision History: Tableau Server can now save previous versions of a workbook, allowing users to revert back when necessary.
- 9.3 On-Demand Connections: Tableau Server will now only connect to the data sources required to display your connection.
- 9.3 Kerberos for PostgreSQL and Taradata: Tableau Server now supports Kerberos for connections to PostgreSQL and Teradata databases.
- 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.
- 9.2 OpenID Connect
- 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.
- 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.
- 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.
- 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.
- 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)
- 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.
- 9.1 Configure SAP HANA SSO With SSO for SAP HANA, Tableau Server functions as an Identity Provider (IdP) and this configuration allows you to provide a single sign-on experience for users making SAP HANA connections.
- 9.1 Tableau Desktop Quick Start: Connect to SAP HANA with SSO
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.
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
- 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
- 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.
- Let users know a change is coming. The Welcome to Tableau Server page is a great starting point.
- Invite power users to preview the test environment.
- Any users who have set custom start pages in version 8 and earlier of Tableau Server will revert to the default start page after upgrading to Tableau Server 9.
- Map controls have changed - clicking used to be select; now it is zoom. Now to select, click the toolbar to pick a selection tool.
- 9.3 Content metrics and relevance in server pages: Improved search and sorting based on content metrics.
- 9.3 Progressive Dashboard Loading
- 9.3 Improved Zooming on Maps
- 9.3 Review what's new in Tableau Desktop 9.3
- 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.
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.
- Search Knowledge Base
- Search Other Tableau Support Resources
- Troubleshoot Tableau Server
- Review known issues
- 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
- Our consultants can accelerate your upgrade and help you unlock the value in your data. We have a specific offering for Tableau Server 9 upgrade.
- Complimentary service available at no charge to current customers with Maintenance.