Upgrade to Tableau Server 2020.4
Planning an upgrade to Tableau Server 2020.4? Start here!
Know Before you Upgrade
Beginning in Tableau Server 2020.4, Tableau Server configured for mutual SSL authentication will block authentication of users with client certificates that use the SHA-1 signing algorithm. Users who attempt to login with SHA-1 client certificates will encounter an "Unable to sign in" error. For more information about responding to this change, see this Knowledge Base article.
For more information about why this change was implemented, see this Tableau Community post and the National Institute of Standards and Technology Policy on Hash Functions.
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 2020.4.
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 2020.4
- Offline Map Support
- Resource Monitoring Tool available on Linux
- Azure External Repository and Key Vault
- Enable and configure Catalog or Metadata API indexing limits
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 2020.4
Start by reading What's New in Tableau Server on Windows | What's New in Tableau Server on Linux
Make sure you check out current guidance before you upgrade:
- Preparing for Upgrade
- Upgrading from 2018.2 and Later (Windows)
- Upgrade from Tableau Server 2018.1.x or Earlier (Windows) remains the same.
New for Server or Site Administrators
Enable and configure Catalog or Metadata API indexing limits
Configure Tableau Server for offline maps
- For a specific site, deselect Enable Web Page Objects in the site settings.
- For an entire server, set the
vizqlserver.web_page_objects_enabled
configuration key to false.
Custom sign in note for server sign in errors
Automatic configuration of query cache size
New for Tableau Server Add-ons
Resource Monitoring Tool for Tableau Server on Linux
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:
Upgrading from Older Versions
Upgrading Tableau Server on Windows from 2018.1 And Earlier Versions
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
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
Self-Service Resources
- Knowledge Base
- Tableau Server Support Resources
- Troubleshoot Known Tableau Server Issues
- Windows: Troubleshoot Tableau Server Install and Upgrade
- Linux: Troubleshoot Tableau Server Install and Upgrade
- The best place to get answers from fellow admins: Tableau Server Administration Community
- First time admin? Start with Everybody's Server Install Guide.
Technical Support
- 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