Upgrade to Tableau Server 10.5

Planning an upgrade to Tableau Server 10.5? Start here!

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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's New?

What's Changed?

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Guide to Upgrading

Inform Your Users

Troubleshooting

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.
  • Hyper is Tableau's new in-memory Data Engine technology optimized for fast data ingest and analytical query processing on large or complex data sets. The introduction of Hyper results in a number of changes related to extracts. Beginning in Tableau 10.5, new extracts use the .hyper file format instead of the .tde file format.

    The sections below explain what actions will cause a .tde extract to upgrade to a .hyper extract, common issues your users may report, and important compatibility considerations that will arise if your version of Tableau Desktop and Tableau Server are not upgraded simultaneously. Please review this content as part of your upgrade plan.

    File Conversion for .hyper Extracts

    We recommend that Tableau Server and all the Tableau Desktops in your organization be on the same version and be upgraded to 10.5 on the same schedule.

    After upgrading Tableau Server, your users might notice or report that their .tde extracts have been changed to a new .hyper format; or they might receive error messages that mention this new .hyper extract format. This extract file conversion is a part of the improved data engine, it will help Tableau users create and refresh larger extracts faster.

    For more information about Tableau Desktop file conversion considerations, see the Tableau Desktop Upgrade page.

    To understand when extracts are upgraded from .tde to the new .hyper format, see the table below. The black circle indicates that the extract will be converted to .hyper format. More details can be found in What causes an extract upgrade? in Tableau Help.


    Tabcmd Tableau Data Extract Command-Line Utility
    Full Extract Refresh
    Incremental Extract Refresh
    Append Data to an Extract


    Extract compatibility scenarios

    If your Tableau Server users report that they are unable to perform specific actions when they are interacting with extracts; they might run into an extract compatibility issue.

    The table below will give you examples of scenarios about what occurs from a user perspective and in the background of Tableau Server when performing specific actions.

      Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
    As a Tableau Server and/or Desktop user, you attempt to publish your workbook or extract
     

    To Tableau Server 10.4 and earlier

    • You are able to publish this workbook or extract
    • The extract remains in a .tde format
    • You will receive an error, please view this Knowledge Base article for details.
    • In Tableau Server 10.4 and earlier, it is compatible with all corresponding Tableau Server versions.
    You will receive an error, please view this Knowledge Base article for details.
     

    To Tableau Server 10.5 and later

    • You are able to publish this workbook or extract
    • The extract remains in a .tde format
    • You are able to publish this workbook or extract
    • The extract remains in a .tde format
    • You are able to publish this workbook or extract
    • The extract is saved in .hyper format
      Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
    As a Tableau Server and/or Desktop user, you try to web-edit/save to Tableau Server
    (after publishing it to Tableau Server)
     

    No refresh or append in Tableau Server

    • You are able to web-edit this workbook.
    • In all Tableau Server versions, the extract remains in a .tde format.
    • You are able to web-edit this workbook.
    • In Tableau Server 10.5 and later, the extract remains in a .tde format
    • You are able to web-edit this workbook.
    • The extract is saved in .hyper format
     

    Refresh or append the extract in Tableau Server

    • You are able to web-edit this workbook.
    • In Tableau Server 10.4 and earlier, the extract remains in a .tde format.
    • In Tableau Server 10.5 and later, after editing the workbook or appending the extract, the extract is converted to the new .hyper format.
    • You are able to web-edit this workbook.
    • In Tableau Server 10.5 and later, the extract changes to the new .hyper format.
    • You are able to web-edit this workbook.
    • The extract is saved in .hyper format
      Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
    As a Tableau Server and Desktop user, you attempt to Download and open the workbook and the extract
     

    Using Tableau Desktop 10.4 (and earlier)

    • You are able to download and open this workbook.
    • In Tableau Server 10.4 and earlier, it is compatible with all corresponding Tableau Server versions.
    • In Tableau Server 10.5 and later, you can open workbook but you will be unable to use the extract. See this Knowledge Base article for details
    In all Tableau Server versions, you will receive an error message, see this Knowledge Base article for details. In all Tableau Server versions, you will receive an error, see this Knowledge Base article for details.
     

    Using Tableau Desktop 10.5 and later

    You are able to download and open this workbook. Since the extract was published as a .hyper extract, you are able to download and open this workbook from Tableau Server 10.5. Since the extract was published as a .hyper extract, you are able to download and open this workbook from Tableau Server 10.5.
      Workbook and extract are created in Tableau Desktop 10.4 and earlier Workbook created in Tableau Desktop 10.5 using a 10.4 Extract Workbook and extract are created in Tableau Desktop 10.5 and later
    As a Tableau Server user, you use the "Export as Version..." in Tableau Desktop and open the workbook in the corresponding Tableau version (or higher)
     
    • If the workbook is using a .tde extract, you can export and open this workbook and extract in the corresponding Tableau version (or higher).
    • After the workbook was edited and saved in Tableau Server 10.5 (or later), you can download this workbook and extract and open it in the corresponding tableau version (or higher).
    If the workbook is using a .tde extract, you can export and open this workbook and extract in the corresponding Tableau version (or higher). Since this data source is using a .hyper format extract you cannot export the workbook to an older version of Tableau. See this Knowledge Base article for details.
     

    Attempting any action in Tableau Desktop 10.4 and earlier versions with an extract that was created in Tableau Desktop 10.5 or later will result in an error message. Please view this Knowledge Base article for details.

    Tableau Server on Linux

    Share workbooks and data extracts with other users in your organization using Tableau Server on Linux! Read through the links below for advanced knowledge and details:

  • Tech Specs
  • Requirements (Sudo / static address / drivers)
  • Migrate from Windows to Linux
  • Troubleshoot
  • Future Upgrades
  • More resources
  • Tableau Services Manager replaces the following tools from previous versions of Tableau Server and is only available with Tableau Server on Linux:
    • Tableau Server Configuration utility
    • tabadmin command line utility
    • Tableau Server Monitor
  • 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
  • msinfo32.exe system report
  • Best times to call
  • Complimentary Server Upgrade Assistance
    Complimentary service is available at no charge to current customers with Maintenance.
    Professional Services
    Our consultants can accelerate your upgrade and help you unlock the value in your data.