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
2024.1x 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.

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