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

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Guide to Upgrading

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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 Has Changed?

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?

  • 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.