Server Upgrade - Verify Accounts

Before you upgrade Tableau Server, verify that you have passwords for two accounts:

  • An account that is a member of the local administrators group: The account that you use to install Tableau Server must be a member of the local administrators group.
  • Run As service account: If your organisation uses Active Directory as the identity store and/or if you have configured Tableau Server to connect to data sources in Active Directory, then it's a best practice to keep the Run As service account credentials at hand as you run upgrade.

Tableau Server Setup will not modify existing directory permissions during the upgrade process. But it's a best practice to verify any non-default permission configurations before you run Setup:

  • If you have installed Tableau Server on to a non-default drive (default is typically C:\Program Files), then verify that permissions for the Run As service account are compliant with the required permissions specified in Installing in a non-default location.
  • In addition, if you have scoped permissions on the computer running Tableau Server, verify that those permissions are compliant with the required directory permissions specified in Windows Accounts and Permissions.

Continue to Server Upgrade - Back Up Tableau Server.

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