Complete Post-Migration Tasks

🕐 7 min read

After a successful run of the Migration SDK, there are other tasks you must perform before you onboard your users. This topic lists these tasks.

Step 1: Validate migrated content

After your migration, there are five areas of validation to consider. You might not choose to invest in all five of these areas if your migration process can be manually validated quickly, or if you were covered in a proof-of-concept before migration. If you decide these areas are important for your organization, we have provided recommended processes to streamline those efforts.

Did the right content migrate?

Sample view of Admin Insights Site Content data source

Is the content in the right place?

Does the content have the right permissions?

In many migrations there are changes to things like User Roles, Groups, and content location. All of these have an impact on Effective Permissions. Though it’s unlikely you will have the exact same Permission structure on Tableau Cloud that you had on Tableau Server, you can still verify Permissions in two ways.

Is the data within the dashboard the same?

Tableau Cloud does not support automated data validation testing in order to manage load on the multi-tenant environment. To confirm assets are working as intended, we recommend that you review a sample set of assets manually to validate content has migrated as expected. The following is the recommended approach to do so.

  1. Open a view on Tableau Cloud.
  2. Open the same view on Tableau Server.
  3. Compare the values manually across the two views.

    If a view relies on a data source with Row Level Security, you must add that Row Level Security to the data source on Tableau Cloud for the data to match. See the End-User Migration Checklist for more detail.

Partners like Wiiisdom have also developed solutions that assist in data validation. For a full list of experienced migration partners, see Experienced Tableau Cloud Migration Partners.

Are my dashboards performing well?

Tableau Cloud does not support automated performance validation testing in order to manage load on the multi-tenant environment. To understand performance benchmarks, you can use the Viz Load Times data source in Admin Insights. Use this data source to build a custom workbook so that you can understand metrics for the content on your Tableau Cloud site. These metrics could be Average Load Time, Medium Load Time, and P95 Load Time.

Note: Admin Insights data sources update daily or weekly depending on your Settings configurations. You must wait until the data updates to get the most up-to-date data on Viz Load Times.

Step 2: Recreate or manually migrate all items that aren’t programmatically migrated to Tableau Cloud.

Credentials embedded in a data source connection, content stored in Personal Spaces, Favorites, and User settings must be migrated by end users after they’re onboarded. For more information, see Data not supported by the Migration SDK.

Step 3: Onboard end users

If you choose to supply adjusted usernames to Tableau Cloud to avoid the site invite email notification, adjust usernames back to the correct email address at this point. Refer to the steps in the End-User Migration Checklist to help your users migrate any remaining items.