Getting Started with Tableau Content Migration Tool
This article will help you get started with the Tableau Content Migration Tool. It contains links to other articles about information you need to prepare before installing the Content Migration Tool, and steps to design a migration plan and upgrade existing installations.
Pre-installation
Installation requirements
The Content Migration Tool can only be installed on Windows operating systems. Before installing, you must be able to connect to the Tableau source site (the site you are migrating from) and the destination site (the site you are migrating to) from the computer where Content Migration Tool is installed. Both the source and destination sites must have a valid Advanced Management license. For more information about installing and upgrading Content Migration Tool, see Install Tableau Content Migration Tool.
Compatibility with Tableau Server
The Content Migration Tool supports content migration for Tableau Server versions 2019.3 and later.
The table lists compatible versions of Tableau Server based on the installed version of Content Migration Tool.
| CMT Version | Tableau Server Version |
|---|---|
| 2024.3x | 2023.1x - 2024.2x |
| 2024.2x | 2022.3x - 2024.2x |
| 2024.1x | 2022.1x - 2024.1x |
| 2023.1.x | 2021.2.x - 2023.1.x |
| 2022.4.x | 2021.1.x - 2022.4.x |
| 2022.3.x | 2020.4.x - 2022.3.x |
| 2022.2.x | 2020.3.x - 2022.2.x |
| 2022.1.x | 2020.2.x - 2022.1.x |
| 2021.4.x | 2020.1.x - 2021.4.x |
| 2021.3.x | 2019.4.x - 2021.3.x |
| 2021.2.x | 2019.3.x - 2021.2.x |
| 2021.1.x | 2019.3.x - 2021.1.x |
| 2020.4.x | 2019.3.x - 2020.4.x |
| 2020.3.x | 2019.3.x - 2020.3.x |
Compatibility with Tableau Cloud
Content Migration Tool version 2022.2.1 and later support content migration for all Tableau Cloud deployments. We recommend installing the most recent version from the Tableau Advanced Management(Link opens in a new window) downloads page to take advantage of the latest features and fixes.
Compatibility with Tableau content
The Content Migration Tool supports migrating workbooks and published data sources saved in the eight most recent versions of Tableau. While you can migrate existing data sources, only data sources that use the connection types in the table below can be changed and modified during migration. For more information, see Data Source Transformations in Migration Plans: Workbooks and Migration Plans: Published Data Sources.
|
Actian Matrix Actian Vectorwise Amazon Athena Amazon Aurora Amazon EMR Amazon Redshift Apache Drill Aster Database Box Cloudera Hadoop Delimited Text File EXASOL Firebird Google Analytics Google BigQuery Google Cloud SQL |
Google Drive HortonWorks Hadoop Hive HP Vertica IBM DB2 IBM Netezza Map R Hadoop Hive Microsoft Access Microsoft Analysis Services Microsoft Excel Microsoft Excel Direct Microsoft OneDrive Microsoft SQL Server MySQL OData Oracle Oracle Essbase |
Pivotal Greenplum Database PostgreSQL Progress OpenEdge Salesforce SAP HANA SAP Sybase ASE SAP Sybase IQ Snowflake Spark SQL Statistical File Tableau Extract Tableau Published Data Source Teradata Text File Web Data Connector Other Databases (ODBC) |
Post-installation
Limitations when migrating content
Before you start, make sure you understand the limitations when migrating content using the Content Migration Tool. For more information, see Migration Limitations.
Create a migration plan
The Content Migration Tool walks you through migrating content across projects on a single site, to a new site on the same Tableau Server instance, and to sites that exist on different Tableau Server instances. The plan you create can be saved and used again for future migrations. For more information, see Migration Plan Overview.