Pre-Upgrade Checklist
5. Next, highlight the worker and click Delete
6. Click OK.
7. Start the server.
Running Cleanup
Running the tabadmin cleanup command removes files from the Tableau Server system that you don’t need in your backup file. You should run cleanup once with the server running, which allows it to act on the Tableau database, and once with the server stopped, which allows it to remove log files.
To run tabadmin cleanup:
1. Open a command prompt as an administrator:
2. Navigate to your Tableau Server bin directory. For example:
cd “C:\Program Files (x86)\Tableau\Tableau Server\8.1\bin”
3. Confirm that the server is running:
tabadmin status
4. Run cleanup by typing the following:
tabadmin cleanup 5. Stop the server:
tabadmin stop 6. Run cleanup again:
tabadmin cleanup
Keep the server stopped for creating a backup (next).
Create the Backup File
The tabadmin backup command creates a .tsbak file containing data from your repository, data extracts, and server configuration. After you create the file, store it on a separate computer.
SeeBack Up the Tableau Data on page 365for steps. Note that if you are creating a backup using Tableau Server version 8.0 or earlier, you must stop the server before creating a backup.
Starting with version 8.1, you can create a backup without stopping the server first.
Distributed installations only: If you removed workers from your server configuration prior to creating your backup and you are not migrating to new hardware as part of your upgrade, you can now add the workers back to your configuration. Follow the steps in
Upgrade to 8.2 below. Otherwise, if you are migrating to new hardware as part of your upgrade, leave the workers off the configuration. SeeMigrate to New Hardware on page 36for details.
Upgrade to 8.2
After you’ve completed thePre-Upgrade Checklist on page 29, upgrade your existing Tableau Server installation to version 8.2 by following one of the procedures below. If you are migrating to new hardware as part of your upgrade, refer toMigrate to New Hardware on page 36instead of the procedures below.
When you install the newer version of Tableau Server, use the same drive and directory that the earlier version used. This way, data and configuration settings from your earlier version can be automatically imported.
If you are upgrading from 32-bit Tableau Server to 64-bit Tableau Server you must uninstall your existing version before installing the new version.
Single Server Installations
To upgrade a single server installation of Tableau Server to version 8.2 or 8.2.x:
1. Use Add/Remove Programs on your Tableau Server to uninstall the earlier version.
Uninstalling removes the server software but leaves your data and configuration settings intact.
2. Install Tableau Server. Tableau Server Setup will handle importing the data and configuration settings from your earlier version.
Distributed Installations
If you are moving your cluster to the 64-bit version of Tableau Server as part of your upgrade to version 8.2, review the guidelines on "bit version" in thePre-Upgrade Checklist on page 29.
To upgrade a distributed installation of Tableau Server from version 8.1 to version 8.2 or 8.2.x:
1. Use Add/Remove Programs on the primary Tableau Server to uninstall the earlier version.
2. Use Add/Remove Programs on the worker servers to uninstall the earlier version.
Uninstalling removes the server software but leaves your data and configuration settings intact.
3. Install Tableau Worker Server on the worker servers.
4. Install Tableau Server on the primary Tableau Server.
Tableau Server Setup handles importing the data and configuration settings from your earlier version.
To upgrade a distributed installation of Tableau Server from version 8.2.x to version 8.2.x:
1. Use Add/Remove Programs on your primary Tableau Server to uninstall the earlier version.
Uninstalling removes the server software but leaves your data and configuration settings intact.
2. Install Tableau Server on your primary Tableau Server. Because it is a 'same version' upgrade (version 8.2.x to 8.2.x), there's no need to uninstall and reinstall server software on the Tableau workers. The primary Tableau Server pushes updates to the worker servers.
Note: If you are upgrading from 32-bit Tableau Server to 64-bit, you do need to uninstall and reinstall. See Upgrading distributed installation of Tableau Server from 32-bit to 64-bit below.
Tableau Server Setup will handle importing the data and configuration settings from your earlier version.
Upgrading a distributed installation of Tableau Server from 32-bit to 64-bit If you are upgrading a distributed installation from 32-bit to 64-bit, you need to take the following steps:
1. Use Add/Remove Programs on your primary Tableau Server to uninstall the 32-bit version from the primary server.
2. Use Add/Remove Programs on your Tableau Server workers to uninstall the 32-bit versions.
3. Install 64-bit Tableau Server on each worker.
4. Install 64-bit Tableau Server on your primary Tableau Server.
Move the Data Engine and Repository Processes
If you need to delete a worker from the Tableau Server configuration and that worker is hosting the only instance of the repository or the data engine (which hosts extracts), you must first move the process onto another machine. This is because there must always be one active instance of the repository and data engine processes.
To move the data engine or repository processes:
1. If you haven’t done so already,stop the primary Tableau serverand open the Tableau Server Configuration dialog box (Start > Tableau Server 8.2 > Configure Tableau Server) on the primary Tableau Server.
2. On the Servers tab, highlight the IP address or computer name of the computer onto