Upgrade to Tableau Server 2020.1
Planning an upgrade to Tableau Server 2020.1? Start here!
Beginning with 2018.2, please note that the following administration maintenance tasks have changed for Windows:
Installation - The Installation process has changed significantly. Be sure to read the documentation before starting any installation or upgrade.
Upgrade – The upgrade process is new and differs, depending on whether you are upgrading from version 2018.2.x or from a version earlier than 2018.2. Do not upgrade without first reading the procedures for how to upgrade specific to your scenario.
Uninstall - Uninstall works differently now as well. With version 2018.2 and later you do not need to uninstall until after you have upgraded Tableau.
Watch the video Upgrading to Tableau Server with TSM
Upgrade
Guide to Upgrading
- Starting from 2018.2, steps to upgrade Tableau Server have changed for Windows. See Upgrade from Tableau Server 2018.1 or earlier to Tableau Server with TSM and Upgrade process change in Tableau Help.
- The Server Upgrade Guide takes you through the entire process to make your upgrade as seamless as possible.
- Download the newest maintenance release and get started!
Inform Your Users
- The Server Administrator Overview page is a great starting point for letting your users know about new capabilities.
- Make sure your users know about the latest released features and invite power users to test the environment and to explore What's new in Tableau Desktop 2020.1.
Learn
Overview
Extend the value of your data across your entire organization with Tableau Server. The Tableau Server platform is easy to deploy, scale, and monitor.
What's New?
- What's New in Tableau Server 2020.1
- Login-based license management
- Site role limits
- What's New in Tableau Desktop 2020.1
What Has Changed?
- What's Changed in Tableau Server
- See the Tableau Server Tech Specs
- See what we fixed: Release Notes
- Make sure everything works as expected: Known Issues
New in Tableau Server 2020.1
Start by reading
What's New in Tableau Server on Windows * What's New in Tableau Server on Linux
New for Server or Site Administrators
Login-based license management
Login-based license management allows Creators to activate Tableau Desktop or Tableau Prep by simply logging-in to these products with their Tableau Server credentials, no product key needed.
Admins can assign, monitor, and reclaim Tableau Desktop or Tableau Prep access directly from Tableau Server instead of distributing license keys to end users. This licensing option is available to role based customers. Contact your account team to learn more.
For more information, click here.
Improved site role allocation limits
Site Role Limits enables server admins to set limits on the number of users per role on a given Tableau site. This update will also allow Server admins to delegate license allocation to site admins. You can configure it in Tableau Server for new and existing sites using their Site Settings. This is accessible from each site’s Settings left-navigation item and from the Sites left-navigation item when managing all sites.
The Site Role Limits are helpful to customers who have a centralized/shared deployment of Tableau Server used across multiple departments to remove concerns of license takeover. Site Role Allocation limits also support Login-Based License Management (LBLM) for Identity Based Management of license keys.
For more information, click here.
New for Users
Dynamic parameters
Say goodbye to republishing workbooks with parameters every time the underlying data changes. Set your parameter once, and Tableau will automatically update the parameter’s list of values every time someone opens the workbook.
Authors of dashboards and views can now setup their workbooks with Dynamic Parameters and leave the days of manual parameter updates behind. And remember, parameters can be date, string, measure values, so now you can programmatically control inputs of all data types to customize your analysis.
Viz animations
Viz animations help you see and understand your changing data. It is easy to track the logical steps behind your data’s evolution and tell powerful data stories. Sorting, filtering, adding fields, and other actions will now smoothly animate your visualizations. Choose whether to turn Viz Animations on or off and decide how to best apply animations to your new workbooks.
Through Viz Animations' smooth, coherent transitions, your Tableau data is brought to life in new way, that deepens your users' understanding and sense of flow and evolution. Use Viz Animations to highlight logical steps in analytical findings and inspire your users to ask questions and take action.
Buffer by distance calculations
Buffer calculations allow you to visualize the distance around point locations. Give Tableau three parameters, location, distance, and a unit of measure, and a circular buffer, or boundary is instantly created around the location.
Answering complex spatial questions has become easier than ever. For example, you can visualize what properties are within 200 meters of a proposed transit site, or how many competitors’ stores are within 1 mile of a proposed store, and much more.
Tableau Services Manager (TSM)
As of Tableau Server 2018.2, Tableau Services Manager (TSM) is now available for Windows as well as Linux, and replaces tabadmin. This new web-based server configuration and management application contains a new user experience for server administrators – a command-line interface (CLI) and a web interface (both interact with the new TSM REST API).
For more information about TSM, see the following helpful resources:
Tableau Server on Linux Upgrade information
Are you upgrading Tableau Server on Linux to 2018.2?
Share workbooks and data extracts with other users in your organization using Tableau Server!
Read through the links below for advanced knowledge and details:
- Tableau Server Configuration utility
- tabadmin command line utility
- Tableau Server Monitor
Troubleshooting Extracts on Tableau Server
If your users experience or report any of the following behaviors while performing an extract task, they may be running into an incompatibility scenario. Please redirect them to the following Knowledge Base articles to resolve the error(s).