Verify Tableau Server Upgrade

Work through the sections of this topic to verify if server upgrade was successful.

Verify Tableau Service processes

Start your verification process by signing into TSM with the command line and verifying the status of Tableau Server processes.

  1. Open a new command prompt as a user with administrator access.

    For more information on using the tsm command line, see Using the tsm CLI.

  2. Run the following command to view the status of all the Tableau Server processes: tsm status -v.

What if I get an access denied error when I attempt to run TSM commands?

Verify that the account you are using is a member of the Local Administrators group on the Windows computer where you are installing Tableau Server.

Verify TSM global settings

As part of the preparation for upgrade, you should have taken screen shots of the TSM web UI settings. Sign in to Tableau Services Manager Web UI and compare the settings with the screen shots.

Enable subscriptions and scheduling

  1. Sign in to the Tableau Server Admin Area as the Tableau Server administrator.

  2. Go to the server-wide Schedules page:

    • On a Tableau Server where only a single (Default) site exists, click Schedules in the left pane.
    • On a Tableau Server with more than one site, click Manage all sites in the drop-down menu on the top of the left pane, and then click Schedules.
  3. On the Schedules page, click Select All.
  4. On the Actions menu, select Enable, and then click Enable in the resulting prompt.

Verify user access

With a user account, sign in to Tableau Server with Tableau Desktop and a browser.

If Tableau Server is available from outside your organisation, verify connectivity from the internet.

If your organisation supports mobile connectivity to Tableau Server, sign in to server with a mobile device.

View published workbooks

With a user account, sign in to Tableau Server and browse published workbooks. Open workbooks to view them in a browser

Verify publishing workbooks and data sources

Using an account with a Creator licence, verify web authoring functionality to connect to data, and to create and publish workbooks and data sources:

Verify Tableau Prep Builder

If your organisation is running Tableau Prep Builder, verify that you can connect to data, open a flow, and other Prep tasks. See Tableau Prep: Connect to Data(Link opens in a new window).

Verify count of Tableau objects

As part of upgrade preparation, you should have noted how many projects, workbooks, views, data sources, users and groups are in your deployment. Verify that all objects still appear.

Sign in to the Tableau Server Admin Area as the Tableau Server administrator.

  • Verify count of projects, workbooks, views, data sources
  • Verify count of users and groups

Verify API functionality

If your organisation has deployed or developed content with Tableau APIs, verify that these are operational.

REST API

Verify REST API access and authentication by running the sample cURL from Get Started Tutorial: Introduction and Set Up(Link opens in a new window):

curl "https://MY-SERVER/api/3.8/auth/signin" -X POST -d @signin.xml

Content of signin.xml:

<tsRequest>
  <personalAccessTokenName="MY_PAT_NAME" 
	<credentials name="username" password="password" >
	 <site contentUrl="MarketingSite" />
  </credentials>
</tsRequest>

Example response:

<tsResponse version-and-namespace-settings>
  <credentials token="12ab34cd56ef78ab90cd12ef34ab56cd">
	<site id="9a8b7c6d-5e4f-3a2b-1c0d-9e8f7a6b5c4d"
	contentUrl="MarketingSite"/>
  </credentials>
</tsResponse>

Compatibility testing

For other developed features, perform compatibility testing to verify that the upgraded version of Tableau Server operates as expected with your existing solutions:

  • Dashboard Extensions
  • JavaScript API for embedded Tableau
  • Connectors (Web Data Connector, Tacos)

Go to Post Upgrade Cleanup.

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