What's Changed - Things to Know Before You Upgrade
This article lists important changes in Tableau Server, beginning with version
Version 2018.2 includes some significant changes you should know about before upgrading.
For information about what's new in Tableau Server 2018.2, see What's New in Tableau Server.
The following sections summarize the significant changes to Tableau Server 2018.2 and provide links for additional information.
Beginning with version 2018.2, Tableau Server on Windows is available with Tableau Services Manager (TSM). TSM is the web-based server configuration and management utility that replaces the Server Configuration utility and the tabadmin command line utility. For server administrators who are familiar with earlier versions of Tableau, this means a lot of changes. You can learn about TSM and how it differs from the earlier configuration utility and tabadmin, by reading these topics:
Upgrading from an earlier version of Tableau Server (version 2018.1 or earlier) requires some special steps. If this is your situation, be sure to read this topic:
Apache log files stored in
/logs/httpd now contain records with several formatting improvements, including the following:
- Server names are shown according to the UseCanonicalName setting, which makes it easier to distinguish between nodes in a multi-node server deployment.
- Date and time are now tracked in a single date-and-time string that can be readily recognized as a single value by a variety of data analysis tools, including Tableau Desktop.
- Time zones are now easier to parse
- On Linux, the numerical offset from UTC is provided.
- On Windows, the name of the timezone is enclosed in quotes
Date, time and time zone formatting changes are illustrated by an example log entry from Tableau Server version 2018.1 and earlier releases:
::1 - - 2018-05-09 08:51:48.872 GMT Daylight Time 80 "POST /vizql/w/Regional/v/Obesity/sessions/A971A92AF77A4F4A9813065BDCEB24D6-0:0/commands/tabsrv/render-tooltip-server HTTP/1.1" "-" 200 445 "593" 135021 WvKolPH4UcM5KrzUbLi8EwAAA@E
For purposes of comparison, here is a log entry from Tableau Server version 2018.2:
10.210.24.3 127.0.0.1 - 2018-05-09T16:07:58.120 "GMT Daylight Time" 80 "POST /vizql/w/Superstore/v/Overview/bootstrapSession/sessions/185CCDC854A44765BB0298E93B403879-0:3 HTTP/1.1" "-" 200 136026 "784" 2370951 WvMOzgKIhfzh9kFWO@ow2gAAA1Y
The Read Only site role that was introduced in Tableau Server version 2018.1 is now deprecated. Any users assigned to this site role in version 2018.1 are reassigned to the Viewer site role after an upgrade to version 2018.2. To learn more about site roles, see Set Users’ Site Roles.
In previous versions, the tabcmd
initialuser command required a
--password parameter to set the initial administrator password. In the tabcmd included with this version of Tableau Server, you can leave the
--password parameter out of the command to be prompted in the shell instead. See initialuser.
Version 2018.1 includes some changes you should know about before upgrading.
For information about what's new in Tableau Server 2018.1, see What's New in Tableau Server.
The previously deprecated
--administrator options are no longer available when using the
tabcmd createusers and
tabcmd syncgroup commands. These are breaking changes
for any scripts that still use the
--administrator options. To update your scripts, use the
--role option with these commands to specify the license levels or site roles. For details, see
Version 10.5 includes some changes you should know about before upgrading.
For information about what's new in Tableau Server 10.5, see What's New in Tableau Server.
The following sections summarize the significant changes to Tableau Server 10.5 and provide links for additional information.
Hyper powers the new Data Engine in Tableau Server 10.5 and introduces the changes described below. For more information, see Tableau Server Data Engine.
Beginning with version 10.5, Tableau Installer automatically installs Data Engine when you install file store, Vizportal, VizQLServer, data server, or backgrounder and cannot be installed separately. Every node that has an instance of one of these processes will also have a single instance of the data engine process. You can no longer configure more than one instance of data engine on a node. To learn more about Tableau Server Processes see Tableau Server Processes.
Previously, in versions 10.4 and earlier, for distributed installations, the backgrounder process launched temporary instances of data engine (tdeserver64.exe) process during extract creation or refreshes. In Tableau Server 10.5, a single instance of data engine is installed automatically when you install backgrounder. The backgrounder process uses this single instance of data engine that is installed on the same node. For more information on configuration recommendations, see Distributed Installation Recommendations.
Upgrade may affect your current configuration for a multi-node cluster, especially if you have certain processes isolated on a separate node. For more information, see Tableau Server Data Engine.
Beginning with version 10.5, new extracts use the new .hyper format. The improved data engine can read both the .tde and .hyper file formats, so the latest version of Tableau Server can continue to view and read workbooks that are using .tde extracts.
Existing extracts will not automatically be upgraded to the new .hyper format during the Tableau Server or Tableau Desktop upgrade process. Only when certain extract tasks are performed on the .tde extract, the extract is upgraded to the .hyper format. For example, an automatic or scheduled refresh will upgrade a .tde extract to a .hyper extract.
- For more information on extract upgrades, see Extract Upgrade to .hyper Format.
- For recommendation on how to handle automated or schedule refresh tasks before you upgrade, see Prepare for the Upgrade.
NOTE: Use the Extract API 2.0 to create (.hyper) extracts, which requires Tableau 10.5 and later. If you are using Tableau 10.4 and earlier, continue to use the Tableau SDK to create .tde extracts. The Tableau SDK is no longer being maintained. For more information, see Extract API 2.0.
Upgraded extracts are not backward compatible. After extracts are upgraded from .tde to .hyper format, they cannot be opened or refreshed in Tableau Desktop 10.4 and earlier. Tableau recommends that Tableau Server and all Tableau Desktops in your organization be on the same version and be upgraded to 10.5 on the same schedule. For more information on specific extract compatibility scenarios, see Impact of extract upgrade
The site roles Viewer (can publish) and Unlicensed (can publish) have been deprecated and are no longer available. Users who have either of these site roles on Tableau Server 10.4 or earlier will be reassigned in Tableau Server 10.5.
|Deprecated site role||In 10.5 is reassigned to|
|Viewer (can publish)||Viewer|
|Unlicensed (can publish)||Unlicensed|
You can now create project hierarchies when you want to segment content into sub-sections within a larger area. For example, you might create a project for each department. In each of those top-level projects, you can separate content based on how the audience uses it, such as connecting to certified data versus in-progress collaboration. For more information, see the following articles:
Using tabcmd, you can specify only a top-level project in a project hierarchy. To automate tasks you want to perform on a sub-project or content in a sub-project, you must use the equivalent Tableau REST API call.
Not all actions are available through the REST API. If you use Server on Windows and want to run an unscheduled extract refresh or append a file to an extract, a possible alternative is to use the Tableau Data Extract Command Line Utility.
Filtered search options are now located on the right side of pages, and are hidden by default. The toggle is a dark icon () when the Filters pane is open and a light icon () when the Filters pane is closed. For details on searching, see Search Content.
To use filtered search, click .
Version 10.4 includes the following change you should know about before upgrading.
For information about what's new in Tableau Server 10.4, see What's New in Tableau Server.
The following sections summarize the significant changes to Tableau Server 10.4 and provide links for additional information.
The Precise dashboard spacing feature added to authoring can cause elements in existing dashboards to shift by a few pixels. This can impact layouts of dashboards that have been designed with precise layouts or floating elements. We suggest you confirm layouts of existing dashboards during upgrade testing. For more information on the Precise dashboard spacing feature, see Precise dashboard spacing in the What's New in Tableau help for authors.
There are no changes in version 10.3 that impact upgrading.
For information about what's new in Tableau Server 10.3, see What's New in Tableau Server.
There are no changes in version 10.2 that impact upgrading.
For information about what's new in Tableau Server 10.2, see What's New in Tableau Server.
Version 10.1 includes some changes you should know about before upgrading.
For information about what's new in Tableau Server 10.1, see What's New in Tableau Server.
The following sections summarize the significant changes to Tableau Server 10.1 and provide links for additional information.
The Setup program for the tabcmd utility is no longer installed to the
\extras folder when you install Tableau Server. The utility itself (tabcmd.exe) is still installed to the primary node when you install Tableau Server, but the separate Setup program for installing the utility on other computers is not. If you need to install the tabcmd utility on additional computers, you can download it from Tableau Software. For details, see tabcmd.
Version 10.0 includes some changes you should know about before upgrading.
For information about what's new in Tableau Server 10.0, see What's New in Tableau Server.
The following sections summarize the significant changes to Tableau Server 10.0 and provide links for additional information.
The changes described in this section have a significant impact on the upgrade process.
Manual uninstall of previous version is no longer required
Starting with version 10.0, you can upgrade Tableau Server without first manually uninstalling your previous version (when the previous version is 64-bit 8.2 or later). When you run the setup program, the existing version of Tableau Server is recognized and is uninstalled during the upgrade process.
Note: If you are upgrading to version 10.0 and want, you can manually uninstall the existing version before you upgrade, following the same upgrade process as you would in versions earlier than 10.0.
Setup gives you a backup option
If you follow the new workflow and let the Setup program uninstall your existing version of Tableau Server, you are prompted during the setup process create a full backup of your Tableau installation. This backup is a safety measure and is created for use in the event of an unexpected issue during upgrade. If you already have a backup of the current state of your installation, you can skip the backup during the upgrade to save time. For more information, see Tableau Server Upgrade Options.
If you configure a two-node installation of Tableau Server, you are limited to a single repository. If you are upgrading from a two-node installation that has two repositories, you will be prompted to remove one instance. For more information, see Install Tableau Server on a Two-Node Cluster.
As of version 10.0, the licensing server is located at tableau.com. In versions earlier than 10.0, this was located at tableausoftware.com. Any firewall rules or proxy configurations that specify tableausoftware.com must be updated for version 10.0. For more information on proxy settings, see Configuring Proxies for Tableau Server.
Note: Earlier versions of Tableau Server will continue to access the licensing server on the tableausoftware.com domain. If your organization is running versions of Tableau Server prior to 10.0, continue to use tableausoftware.com for proxy and firewall settings.
With version 10.0, Tableau Server can be installed on a 2-core computer. (Previously, Tableau Server required at least 4 cores.) The 2-core configuration allows you to test Tableau Server on constrained hardware and is intended only for trials and prototyping. For more information, see Minimum Hardware Requirements and Recommendations for Tableau Server.
With version 10.0, Tableau Server is available only as a 64-bit application. For information about upgrading a 32-bit version of Tableau Server to version 10, see Upgrade from 32-bit to 64-bit Tableau Server.
With version 10.0, Tableau Server no longer supports Microsoft Windows Vista or Windows Server 2008 (Windows Server 2008 R2 is still supported).
With version 10.0, Tableau Server no longer supports Microsoft Internet Explorer 8, 9, or 10.
This change impacts customers doing an initial install of Tableau Server on Windows 8.0 or Windows Server 2012 (non-R2). Neither of these operating systems supports Internet Explorer 11.
To complete configuration of Tableau Server you must use a browser on the server computer to add an administrator account. This requires browser that is supported by Tableau Server. This means that on Windows 8.0 and Windows Server 2012 non-R2, you must use the latest version of Chrome, Firefox or Safari. You can uninstall this browser after the initial installation is complete.
Note: This only affects an initial installation and configuration, because no browser is required when upgrading or restoring Tableau Server.
For more information on the Microsoft policy for supporting Internet Explorer, see Microsoft Support Lifecycle.
Version 10.0 of Tableau Server does not support legacy compatibility modes in Internet Explorer 11 and higher.
This change impacts you if your users view web pages that have Tableau views embedded in them and that set Internet Explorer to compatibility mode with HTML
DOCTYPE values. This can be an issue with SharePoint configurations that force compatibility mode. To avoid having users view web pages that put their browser into compatibility mode, either adjust configurations so that Internet Explorer is not put into compatibility mode, or use another supported browser, such as Chrome, Firefox, or Safari.
The API Server process (
wgserver) has been removed from Tableau Server. The process was available but disabled by default in version 9.3. The API Server process was formerly used to support the REST API, but as of version 9.3, this functionality was moved to the Application Server process. The API Server process is now removed, even if you explicitly enabled the process in a previous version of Tableau Server. For information about changes to the REST API, see What's New in the REST API.
Note: For historical reasons, some
tabadmin configuration options will continue to use "wgserver" in the option name, but this does not refer to the old API server.
Version 9.3 includes some changes you should know about before upgrading.
For information about what's new in Tableau Server 9.3, see What's New in Tableau Server.
The updates to Tableau Server 9.3 have the following impact:
New default configurations based on hardware
The Tableau Server installer detects your computer's hardware and creates an optimal default configuration for a single-server installation and for the primary server in a multi-server installation. The new default configuration determines the number of processes to run for each Tableau Server process type.
When you upgrade from a single-server or multi-server installation in which you previously accepted the default configuration, the upgrade process changes the configuration to the new hardware-based default configuration. However, if you upgrade a server where you configured a custom number of server processes, the upgrade preserves the custom configuration—both for single-server and multi-server upgrades.
If after you upgrade you want to revert to the previous default configuration, use the following table to determine the number of processes to set in the Tableau Server Configuration utility based on the number of CPU cores on the primary server:
Number of Processes
|VizQL Server||Data Server||Backgrounder|
|Before 9.3||In 9.3||Before 9.3||In 9.3||Before 9.3||In 9.3|
|16 Cores or more||2||4||1||2||1||2|
Note: If the computer where you installed Tableau Server has fewer than eight CPU cores, the default configuration has not changed from running one of each process.
For more information on the defaults for 9.3, see Primary Server Installation Defaults.
For more information on setting the number of processes for Tableau Server, see Reconfigure Processes.
High Availability Postgres Repository - faster failover
Improvements to the failover process now mean that processes do not need to be restarted after the passive repository is made active. This means that the downtime for a repository failover is significantly reduced.
Distributed installation - manual worker upgrades
Due to an update in third-party software, an upgrade to version 9.3 requires manual upgrade of worker nodes. A prompt during installation of 9.3 will let you know that worker nodes cannot be upgraded automatically. for more information on upgrading, see Perform the Upgrade.
API Server (wgserver) deprecated
The API Server process has been deprecated. In version 9.3, the process is still available in Tableau Server, but it is disabled by default for new installations. The API Server process was formerly used to support the REST API, but as of version 9.3, this functionality has been moved to the Application Server process. If you explicitly enabled the API Server process in a previous version of Tableau Server, the process will still be enabled in 9.3.