Upgrade to Tableau Server 2020.2

Planning an upgrade to Tableau Server 2020.2? 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's New?

What Has Changed?

New in Tableau Server 2020.2

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

New Admin Views

Two new pre-built administrative views are available in this release:

  1. Backgrounder Dashboard: Use this view to understand the background job details such as, the number of jobs that have completed successfully, failed, or canceled. You can also identify when your Backgrounder is busy or overloaded. For more information, see Backgrounder Dashboard.
  2. Stale Content: Identify content that hasn't been accessed or opened in a while and how much disk space is being used by stale content. For more information, see Stale Content.


Changes to Create and Modify Schedules

The web interface used to create and modify schedule has changed. You can now select more than one day when you create or modify monthly schedules. For more information and updated screen shots of the new web interface, see Create or Modify a Schedule.


Data Acceleration

Administrators can now enable data acceleration for specific workbooks. The workbook loads faster because Tableau Server precomputes the workbook's data in a background process. For more information, see Data Acceleration.


Extract Query Load Balancing

Improvements to load balancing for extract-based queries are now available in Tableau Server. For more information, see Extract Query Load Balancing.


Hot Configuration

Version 2020.2 introduces the first configuration options that do not require a server restart. These include some logging options and base file paths for backup/restore, and site import/export. For more information about hot configuration, and a full list of hot-configurable options, follow this link.


New for Users

Metrics: Monitor the KPIs for your business from anywhere

Metrics are a simple way to get a curated and consistent view of your data. Create a metric from nearly any Tableau dashboard with a single click and view your metrics across multiple dashboards in one spot - either on the web or the Tableau Mobile app.

Metrics is a new model for understanding data. Instead of analysis Metrics focuses on tracking and monitoring. It builds on an entirely new stack designed to be highly scalable and to deliver speed of consumption at broad scale. Metrics give an at-a-glance indication of changes over time while letting people explore deeply if they choose. A metric isn’t just a thumbnail that has to be clicked on and loaded – it’s a quick and up to date view of your key business data available anytime and anywhere. Metrics are fully integrated with Tableau's data and analytics platform and optimized for consumption on Tableau Mobile.

Relationships: Analyze data at the right level of detail

Combining data just got easier and more powerful. By visually creating logical relationships between tables, Tableau will only query the data relevant to your analysis at the right level of detail. Analyze complex data faster and with more confidence through relationships functionality, which enables simple data modeling, intuitive analytics, and using more flexible data sources.

Relationships, a key component of Tableau’s New Data Modeling Capabilities and new in Tableau 2020.2. For more information, see Combine data using relationships (new data modeling capabilities).

Open or upload workbooks on the web: Upload workbooks directly to your site

Sharing your work and exploring insights from others just got easier. You can now open a Tableau workbook, or upload it straight to the web without having to use Tableau Desktop, REST API or TabCmd. Simply select the workbook (.twb or .twbx) you want to upload and publish directly to your site on Tableau Server or Online. Only users with the appropriate publishing permissions will have the ability to upload content.

Until now, users have had to use Tableau Desktop in order to publish a twb or twbx file. Now, customers can publish a workbook in a similar way to how they are used to uploading a file on other content to sites like Google Drive, OneDrive or Dropbox. This helps them view and share their Dashboards faster.

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.