Migration Plans: Published Data Sources
The next step of creating a migration plan in the Tableau Content Migration Tool is to select, map, and add any transformations to your published data sources. The process is very similar to the Workbooks step of the planning phase, particularly the data source mapping step.
Note: If your workbooks or data sources include extracts, be sure you read and understand the information in Migrate Workbooks and Data Sources with Extracts.
Step 1: Selection
Starting the Published Data Sources phase of the migration plan, you’ll select any data sources you want to include in the migration plan:
The data sources will only be selected at the moment of migration. You have two methods of selection. Use Specific Data Sources to choose one or more published data sources. Click Refresh to reload the list of published data sources available.
The second option is All Data Sources, which selects every data source in the source site.
Step 2: Mapping
The next step is to map your source data sources to the new destination. This is similar in functionality to mapping workbooks.
The entry has the following options:
Delete
Clicking the Delete link will delete this mapping entry.
Name
Use the Name menu to select the data source you wish to map. You can select (All Selected Data Sources) to choose all of the data sources.
Project
The Project is the project of the associated data source names.
Destination Name
By default, the Content Migration Tool will use the same Destination Name(Same As Source), keeping the original name in the Source file, but you can type in a new name here for the destination folder.
Destination Project
If your destination projects have already been created on your site, you can choose which project to place your migrated workbooks or click Add New to create a new project. You can create different project destinations for individual data sources.
In most situations if multiple mapping entries exist for a single data source, a validation error will be displayed and must be fixed to continue. There is one important exception to this – a data source may match both a specific selection and a project-wide mapping entry. In this instance, the more specific entry will be used.
When you have completed all of the data source mapping necessary, click Next to continue.
Step 3: Data source transformations
You can modify your data sources by using the transformation option. Click Add Transformation to see the list of transformations available.
Selecting any of the data source transformations opens the Edit Transformation window. Use this to customize your selected data sources. Transformations are executed in the order they are listed, from top to bottom.
For most data source transformations, there are two basic steps. The first step is to enter in the Match Criteria for the desired data source. Depending on which connection type you select, more fields will appear on the Match Criteria tab.
The second step depends on which transformation type you are adding. Each of the data source transformations have different values to be entered on the second tab.
You can add notes in the Comments section on the left side of the Edit Transformation window for each of the transformations you add.
Replace Table/Schema Name
On the Options tab, you can replace all or part of a table or schema name.
Set Calculation Formula
On the New Calculation Formula tab, you can replace the calculation for a column.
Set Connection Info
On the New Connection Values tab, enter the authentication method and connection details for the new data source. Depending on which connection type you select, more fields will appear.
Set Custom SQL
On the New Custom SQL tab, enter the name of the custom SQL query you want to modify for Match Query Name. The query name must match the custom SQL query name from the physical layer of the data source. If these names don't match, the transformation will fail. For more information about data modeling and the physical layer, see The Tableau Data Model.
After entering the query name, enter the desired Custom SQL in the text field. Be aware that custom SQL can negatively impact the performance of your workbooks if improperly used.
Remove Extract
There is no Options tab for this transformation. Type the Match Criteria information and the extract will be removed during migration.
Use Tableau Bridge
There is no Options tab for this transformation. Type the Match Criteria information and data sources that are within a private network (inaccessible to the public internet) will be allowed to refresh using Tableau Bridge.
The destination Tableau Cloud site must have Tableau Bridge configured before migrating data sources. For information about Tableau Bridge, see Use Tableau Bridge in Tableau Cloud help. After the migration, data sources will need to be assigned a refresh schedule through Tableau Cloud.
Apply Saved Credentials
Deprecated in version 2022.3. Use the Set Connection Info data source transformation instead.
On the options tab, enter the Tableau Username and corresponding Saved Credentials Username for the data connection. You can only apply saved credentials for existing data connections on the Account Settings page of your Tableau site. For more information, see Manage Saved Credentials for Data Connections.
Step 4: Publish options
The final step in the Published Data Source phase is to create transformations for permissions and tags and finalize the publish options specific to the data sources.
Overwrite Newer Data Sources
If selected, a data source will be published even if it will overwrite a data source that has been updated more recently.
Copy Data Source Permissions
When selected, the migration tool will attempt to match source published data source permissions as closely as possible.
Copy Extract Refresh Schedules
When selected, the migration tool will attempt to set the destination data source extract refresh schedule to schedules matching the source’s name.
Note: Extract refresh schedules cannot be created in Tableau Cloud. This option is not available if the destination is a Tableau Cloud site. For more information, see Migration Limitations.
Copy Embedded Credentials for Data Sources
Copy the embedded credentials for published data sources. Only available when migrating from Tableau Server to Tableau Cloud sites. For more information, see Migrate Workbooks and Data Sources with Embedded Credentials.
Note: CMT does not support embedded credential migration for OAuth connections. To migrate OAuth credentials to the destination site, use the Set Connection Info data source transformation.
Copy Data Source Owner
Copy data source owner settings from the source location to assign the data source owner. If unselected, the Content Migration Tool user is given ownership of the data source in the destination location.
Apply User Mappings
Apply user mappings to assign content ownership. Select this option if there are differences in username syntax in the destination location. For more information, see Migration Plans: Permissions and Ownership.
Add Options
Click on the Add Option drop-down menu for the different types of transformations you can add:
For all of the different types of transformations, there are two basic steps. The first step is to make your selection for the transformation. In this case, select the data source(s) you want to transform. At the top of the list, you can select Apply to all published data sources, which is an option to automatically select all data sources for future transformations. You can also Refresh the data source display window to reflect any changes or updates to the source site.
The second step is to enter the specific selections for the transformation you select.
Remove Tags
Once the data sources you would like to remove tags from are selected, enter any tags you want to remove by entering them into the field at the bottom and click Add. From this screen, you can also select to remove from the source or destination data sources. If you want to remove a previously entered tag, click on it and press the delete key.
Add Tags
After selecting the data sources desired, enter any tags you want to assign by entering them into the field at the bottom and click Add. If you want to remove a tag, click on it and press the delete key.
In addition, on each of the transformations you can enter notes in the Comments section on the left-hand side of the Edit Transformation window.
Apply Extract Refresh Schedules
This transformation applies destination extract refresh schedules to migrated data sources. The list of schedules generated are from the destination.
Note: Extract refresh schedules cannot be created in Tableau Cloud. This option is not available if the destination is a Tableau Cloud site. For more information, see Migration Limitations.
Set Permissions
The last type of transformation is to edit the permissions for the selected data sources. Enter in a Group or User and click Add. Adjust the permissions as desired. The four different options are to Allow the permission, Deny the permission, Inherit, or to keep the Source Value.
Step 5: Continue to the next step
When you are ready, click Next to continue to the Migration Plans: Permissions and Ownership section of the planning phase.
Who can do this
Tableau site user with an Explorer role or higher. To migrate content, you must have View and Download/Save a Copy capabilities for workbooks on the source site and View and Publish capabilities for target projects on the destination site. For more information, see Permissions.