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
  • Did the right content migrate?
  • Is the content in the right place?
  • Does the content have the right permissions?
  • Is the data within the dashboard the same?
  • Are my dashboards performing well?
• Step 2: Recreate or manually migrate all items that aren’t programmatically migrated to Tableau Cloud.
• Step 3: Onboard end users

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?

• Content validation for an individual migration run: With the Migration SDK’s Manifest, you receive a full readout of the items migrated to Tableau Cloud in the latest migration. Review the assets listed in this file to confirm if the intended items were migrated. Learn more about the Manifest.

• Content validation across multiple runs: If you would prefer to review all items on Tableau Cloud, you can use the Site Content data source in Admin Insights. This data source allows you to build a custom workbook that shows all content on your Site. We’ve provided the following sample view. Note that Admin Insights data sources update daily or weekly depending on your Settings configurations. You’ll need to wait until the data updates to get the most up-to-date view on your Site Content.

  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.

Is the content in the right place?

• Validating the location of an individual content item: The easiest way to verify the location of an individual content item is to review the item path in the UI. Using the Quick Search bar or manual navigation, go to a content item. After you have navigated to a content item, you will see the navigation path displayed above the name of the item like the following example.

  

  In this case, the “Executive Overview Workbook” item is in the “Sales Leadership” Project, which is in the “Sales-Production” Project.

• Validating the location of multiple content items: For a holistic understanding of where content is located across your Tableau Cloud Site, see Content validation across multiple runs.

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.

• Validating an individual content item: The simplest way to validate individual asset permissions is to navigate to the relevant content item in the UI. Select the ellipsis next to an asset’s name, then select Permissions. You can see a detailed view of the effective permissions on an item. From here you can drill down to single Users or Groups, see what Permissions have been applied and make any desired changes.

  

• Validating permissions on multiple content items or validating all permissions that a User or Group has: To get an aggregate view on effective permissions, use the Permissions data source in Admin Insights. Use this data source to build out a custom workbook that helps you validate effective permissions in the way that is most relevant to your migration. The following is an example view that could be built out with this data to assess effective permissions.

  

  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. You must wait until the data updates to get the most up-to-date view on your permissions. You will also not be able to make changes to permissions from this data source. To make a permissions change, navigate to the content item and make the change there.

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.

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.