Research the Upgrade
Before you upgrade Tableau Server, we recommend that you plan the upgrade.
Learn about the new version of Tableau Server, including what's new and what's changed.
Note: As of version 10.0 there are significant changes in the Tableau Server Setup program. Read about the Tableau Server Setup changes before you upgrade to version 10.0.
Make sure the computers you are going to upgrade (both for the test environment and the production environment) meet the minimum hardware requirements. Minimum requirements and recommendations can change from version to version.
Important: As a best practice, you should never install a beta version of Tableau Server in your production environment. You should also never restore a production Tableau Server installation using a backup of a beta version.
Understand how version compatibility might impact your installation of Tableau Server.
- Desktop and Server Compatibility in the Tableau Help.
The following topics guide you through planning steps.