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Migrate to New Hardware

Tableau Server on Windows now includes Tableau Services Manager (TSM), which replaces the Configuration Utility and the tabadmin command line tool. If you need help for an earlier version of Tableau Server, see the Tableau Help page.

Use the following procedure to migrate Tableau Server from one computer to another. Specifically, these steps describe how to move Tableau Server data from your in-production computer to a new computer where Tableau Server is installed. Before you start, make sure you have followed the steps in Prepare for the Upgrade, including creating a backup. The backup is what you use to restore your Tableau Server data.

Note: This operation includes steps that you may need to perform using the TSM command line. To use the TSM CLI you need administrator access to the command line on one of the nodes in your installation and TSM administrator credentials to run TSM commands.

  1. Install Tableau Server on the new computer. For details, see Install and Initialize TSM.

  2. Copy your backup file .tsbak to the folder location specified by the basefilepath.backuprestore variable. By default this is: C:\ProgramData\Tableau\Tableau Server\data\tabsvc\files\backups.

    Note: You can change the location for the backup file. For more information, see tsm File Paths.

  3. Next, stop Tableau Server:

    tsm stop

  4. Restore your in-production data to your new Tableau Server installation using the tsm maintenance restore command:

    tsm maintenance restore -f <filename>

    where <filename> is the name of the .tsbak file you copied in step 1.

    For more information about restoring Tableau Server data, see Restore from a backup.

  5. Start the server:

    tsm start

  6. Distributed installations only: Install Tableau Server on the new computers you want to add to your new Tableau Server cluster. See Install and Configure Additional Nodes for steps.

  7. The same Tableau Server product key can be activated three times: once for a production environment, once for a test environment, and once for a QA environment. After you have tested your new Tableau Server installation and confirmed that it's ready for production, you must deactivate your earlier production version of Tableau Server, and then you must uninstall it. To deactivate the earlier version, see tsm licenses deactivate.

    Note: If you do not have an internet connection, you are prompted to create an offline activation file to complete the deactivation process. See Activate Tableau Server Offline for steps.

    If you're running Tableau Server on a local or cloud-based virtual machine (VM) and you plan to clone your VM to create a new VM from it, make sure that you first deactivate your Tableau Server license. Otherwise, the cloned VM's license will be untrusted and your Tableau Server upgrade will fail. After you clone your VM, activate your Tableau Server license on the new VM, and then continue with the upgrade.