Upgrade to Tableau Server 2020.3

Planning an upgrade to Tableau Server 2020.3? 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

Inform Your Users

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 Has Changed?

New in Tableau Server 2020.3

Start by reading
What's New in Tableau Server on Windows * What's New in Tableau Server on Linux

NOTE! Product Help for Tableau Server has updated its server upgrade information to reflect current Dev recommendations:


New for Server or Site Administrators

Server "Pre-flight Check"

Beginning in Tableau Server on Windows version 2020.3 a pre-flight check runs when you install or upgrade Tableau Server. This check, on install, looks at common permissions issues related to the install directory and data directory that cause problems when installing Tableau Server. On upgrades, permissions are checked, as well as potential port conflicts for key services. In addition, new tsm maintenance preflight-check commands have been added for both permissions and ports.

For more information, see Tableau Server Pre-Flight Check.


Set the Site Time Zone for Extracts

The default time zone for extract-based data sources in a site is Coordinated Universal Time (UTC). Site administrators can now choose to set a different time zone.

For more information, see Set the Site Time Zone for Extracts.


New command to list dynamically configurable keys


Version 2020.3 introduces a new TSM command to view all dynamically configurable keys. The command, tsm configuration list-dynamic-keys, displays a list of all configuration options you can change without needing to restart Tableau Server. This command helps you distinguish dynamically configurable keys from those that require a server restart, allowing you to decide when to set each.

Dynamic configuration was introduced in version 2020.2, and version 2020.3 adds additional dynamically configurable logging options to those in 2020.2.0. When you make configuration changes with these keys, or configuration changes with these keys in combination with Tableau Server Dynamic Topology Changes, you do not have to restart Tableau Server.

New dynamically configurable keys include:

  • backgrounder.log.level
  • clustercontroller.log.level
  • dataserver.log.level
  • filestore.log.level
  • gateway.log.level
  • tdsservice.log.level
  • vizqlserver.log.level

For details on the new command, see tsm configuration list-dynamic-keys. For more information about the introduction of dynamic configuration in version 2020.2, see Dynamic Configuration. For more on changing logging levels, see Change Logging Levels.


Manage Licenses for User Groups with Grant License on Sign In


Administrators can set a minimum site role for user groups and choose grant license on sign in when creating or modifying that user group. Enabling grant license on sign in reduces manual work to manage licenses, since administrators can designate site role capabilities by group, and provision licenses when a user actually needs it. By waiting to grant licenses until users sign in, administrators can streamline license provisioning, without granting licenses to inactive users.

For more information, see Grant License on Sign In.


Automatically Suspend Extract Refreshes for Inactive Workbooks


To save resources, Tableau can automatically suspend extract refresh tasks for inactive workbooks. This feature applies to full extract refreshes only, not to incremental extract refreshes. This feature only applies to refresh schedules that run weekly or more often.

For more information, see Automatically Suspend Extract Refreshes for Inactive Workbooks


Use admin tools to get indexing status for Catalog and Metadata API

Tableau Server 2020.3 includes two admin tools to make it easier to get indexing status of Tableau Catalog and Tableau Metadata API:

  • Monitor initial ingestion progress and validate its status using the Backfill API. For more information, see Get Ingestion Status.
  • After initial ingestion, ensure indexing continues to work as expected using the Eventing API. Fore more information, see Get Eventing Status.


New for Tableau Server Data Management Add-on

Tableau Catalog updates

Tableau Catalog is included in the separately licensed Data Management Add-on for Tableau Server and Tableau Online. For more information about Tableau Catalog, see About Tableau Catalog.

The following features are included in this release:

  • See data quality warnings in Tableau Desktop - When you open a workbook in Tableau Desktop that has a data quality warning, the warning icon (either a blue circle or a yellow triangle with an exclamation point) appears on the Data tab on the sheet page of the workbook. For more information, see Set a Data Quality Warning.
  • 'Sensitive data' warning type added - You can use this new warning type to set a data quality warning for sensitive data in your organization. For more information, see Set a Data Quality Warning.
  • Embedded assets are listed in External Assets - You can now see embedded assets listed in the External Assets page. For more information, see Use Lineage for Impact Analysis.
  • Tag external assets - Add tags to databases, tables, and columns, which enables you to, among other things, tag tables and columns with personally identifiable information (PII). For more information, see Tag Items in Tableau Desktop and Web Authoring Help.

Use admin tools to get indexing status for Catalog and Metadata API

Tableau Server 2020.3 includes two admin tools to make it easier to get indexing status of Tableau Catalog and Tableau Metadata API:
Monitor initial ingestion progress and validate its status using the Backfill API. For more information, see Get Ingestion Status.
After initial ingestion, ensure indexing continues to work as expected using the Eventing API. Fore more information, see Get Eventing Status.

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?

  • For Tableau Server on Linux, be sure to follow the detailed instructions outlined in the following Tableau Help article: Upgrade Tableau Server on Linux from 10.5.
  • Important: Failing to follow these steps may display warnings and cancel your upgrade. These extra steps only need to be done once during the upgrade 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:

  • Tech Specs
  • Tableau Server on Linux Requirements (Sudo / static address / drivers)
  • Migrate from Windows to Linux
  • Troubleshoot Tableau Server on Linux
  • LINUX: Troubleshoot Tableau Server Install and Upgrade
  • Tableau Services Manager replaces the following tools from previous versions of Tableau Server:
    • 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).

  • "This workbook uses a .hyper extract and is not compatible with this version of Tableau. Open this workbook in Tableau 10.5 or later."
  • "Export as version" grayed out for workbooks with .hyper extract.
  • "The document cannot be downgraded, because it contains direct connections to .hyper extracts."
  • The View changes after upgrading (becomes blank, fewer marks in the view, more null values when you inspect the summary data, or the view itself has a different shape).
  • For more information about updating extract data sources that are published to Tableau Server, see Update Server Data Sources That Are Using Extracts in Tableau Help.
  • Get Help

    Technical Support
    Open a support case. For the fastest possible support, please include the following information:
  • Screenshots of the issue and any error messages (expanded)
  • How far you were into the upgrade process
  • Server logs
  • Note: you can take a log file snapshot and send it to Tableau Support directly from the Tableau Services Manager UI or CLI.
  • msinfo32.exe system report
  • Best times to call


  • Professional Services
    Our consultants can accelerate your upgrade and help you unlock the value in your data.