Migration Limitations

There are certain limitations to migrations using the Tableau Content Migration Tool.

Server-level configurations

The following server-level configurations from the source site will not be migrated to the destination site when using the Content Migration Tool:

Workbooks with user configurations

The following user configurations from the source site will not be migrated to the destination site when using the Content Migration Tool:

Compatibility with Tableau content

The Content Migration Tool supports migrating workbooks and published data sources saved in the eight most recent versions of Tableau. Workbooks and published data sources saved before version 2018.1.x are not supported by CMT. For more information, see Getting Started with Tableau Content Migration Tool.

Tableau Online migrations

Tableau Online migration using the Content Migration Tool is in pre-release and under active development. Users can sign in to Tableau Online as the source or destination servers to create migration plans. To learn about the terms and conditions of Tableau's Pre-Release program, see Tableau Environment Migrations on the Pre-Release website(Link opens in a new window).

Embedded credentials

For security purposes, Tableau Server removes embedded credentials from data sources during the download process. To include embedded credentials when publishing to the destination site, use the Set Connection Info data source transformation. For more information, see Migration Plans: Published Data Sources.

Content metrics

Metrics created on the source site are not migrated to the destination site when using the Content Migration Tool. The historical values are removed from views, and users must recreate metrics on the destination site. For more information, see Create and Troubleshoot Metrics.

Descriptions for workbooks and data sources

Descriptions for workbooks and data sources on the source site are not migrated to the destination site when using the Content Migration Tool. If you own the content item or have the appropriate permissions, you can edit the item's description on the destination site. For more information, see Add or edit descriptions in Tableau Desktop help.

Thumbnails for workbooks and views

Workbooks and views that are migrated using the Content Migration Tool will retain their original thumbnails, even if the migration plan includes transformations that result in the views being rendered differently (for example, if data connections change). To update thumbnails, edit the workbook or view on the destination site and re-save it.

Tableau Prep flows

Tableau Prep flows published to the source site are not migrated to the destination site when using the Content Migration Tool. To run flows on a schedule using Tableau Prep Conductor, users must republish flows to the destination site with Tableau Prep Builder(Link opens in a new window).

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