Migration Plans: Published Data Sources
The next step of creating a migration plan in the Tableau Content Migration Tool is to select, map, and add any transformations to your published data sources. The process is very similar to the Workbooks step of the planning phase, particularly the data source mapping step.
Note: If your workbooks or data sources include extracts, be sure you read and understand the information in Migrating Workbooks and Data Sources that use Extracts.
Starting the Published Data Sources phase of the migration plan, you’ll select any data sources you want to include in the migration plan:
The data sources will only be selected at the moment of migration. You have two methods of selection. You can use the Specific Data Sources radio button to click on one or more published data sources. You can use the Refresh button to reload the list of published data sources available.
The second option is to select the All Data Sources radio button, which true to its name, selects every data source in the selected source server project.
The next step is to map your source data sources to the new destination. This is similar in functionality to mapping workbooks.
If you make no changes here, then the selected data sources will simply be deployed with the same name and project as the source. To add data source mapping click Add Mapping. The following options will appear in the mapping area.
The entry has the following options:
Clicking the Delete link will delete this mapping entry.
Use the Name menu to select the data source you wish to map. You can select (All Selected Data Sources) to choose all of the data sources.
The Project is the project of the associated data source names.
By default, the Content Migration Tool will use the same Destination Name(Same As Source), keeping the original name in the Source file, but you can type in a new name here for the destination folder.
If projects have been defined in your destination Site, then you can choose which project to place your migrated workbooks or you can click on the Add New option to create a new project within the destination site. You can create different project destinations for individual data sources.
In most situations if multiple mapping entries exist for a single data source, a validation error will be displayed and must be fixed to continue. There is one important exception to this – a data source may match both a specific selection and a project-wide mapping entry. In this instance, the more specific entry will be used.
When you have completed all of the data source mapping necessary, click Next to continue.
You can modify your data sources by using the transformation option. Click Add Transformation to see the list of transformations available.
Selecting any of the data source transformations opens the Edit Transformation window. Use this to customize your selected data sources. Transformations are executed in the order they are listed, from top to bottom.
For most data source transformations, there are two basic steps. The first step is to enter in the Match Criteria for the desired data source. Depending on which connection type you select, more fields will appear on the Match Criteria tab.
The second step depends on which transformation type you are adding. Each of the data source transformations have different values to be entered on the second tab.
You can add notes in the Comments section on the left side of the Edit Transformation window for each of the transformations you add.
Replace Table/Schema Name
On the Options tab, you can replace all or part of a table or schema name.
Set Calculation Formula
On the New Calculation Formulatab, you can replace the calculation for a column.
Set Connection Info
On the New Connection Values tab, there will be different fields here based on the Connection Type you selected and perhaps even no fields needed at all.
Set Custom SQL
On the New Custom SQL tab, enter in any custom SQL in the text area desired. You should be aware that custom SQL can negatively impact the performance of your workbooks if improperly used.
There is no Options tab for this transformation. Type the Match Criteria information and the extract will be removed during migration.
Use Tableau Bridge
There is no Options tab for this transformation. Type the Match Criteria information and data sources that are within a private network (inaccessible to the public internet) will be allowed to refresh using Tableau Bridge.
The destination Tableau Online site must have Tableau Bridge configured before migrating data sources. For information about Tableau Bridge, see Use Tableau Bridge in Tableau Online help. After the migration, data sources will need to be assigned a refresh schedule through Tableau Online.
Apply Saved Credentials
On the options tab, enter the Tableau Username and corresponding Saved Credentials Username for the data connection. You can only apply saved credentials for existing data connections on the Account Settings page in Tableau Server or Tableau Online. For more information, see Manage Saved Credentials for Data Connections.
The final step in the Published Data Source phase is to create transformations for permissions and tags and finalize the publish options specific to the data sources.
The following checkboxes offer the following additional options:
- Overwrite Newer Data Sources: If checked, a data source will be deployed even if it will overwrite a data source that has been updated more recently.
- Copy Data Source Permissions: If checked, deployment will attempt to make source published data source permissions as closely as possible.
- Copy Extract Refresh Schedules: If checked, deployment will attempt to set the destination data source extract refresh schedules to schedules matching the source’s name.
- Copy Data Source Owner: Copy data source owner settings from the source location to assign the data source owner. If unselected, the Content Migration Tool user is given ownership of the data source in the destination location.
- Apply User Mappings: Apply user mappings to assign content ownership. Select this option if there are differences in username syntax in the destination location. For more information, see Migration Plans: User Permissions Mapping.
Click on Add Options for the four different types of transformations you can add:
For all of the different types of transformations, there are two basic steps. The first step is to make your selection for the transformation. In this case, select the data source(s) you want to transform. At the top of the list, you can select Apply to all published data sources, which is an option to automatically select all data sources for future transformations. You can also Refresh the data source display window to reflect any changes or updates to the source site.
The second step is to enter the specific selections for the transformation you select.
Once the data sources you would like to remove tags from are selected, enter any tags you want to remove by entering them into the field at the bottom and click Add. From this screen, you can also select to remove from the source or destination data sources. If you want to remove a previously entered tag, click on it and press the delete key.
After selecting the data sources desired, enter any tags you want to assign by entering them into the field at the bottom and click Add. If you want to remove a tag, click on it and press the delete key.
In addition, on each of the transformations you can enter notes in the Comments section on the left-hand side of the Edit Transformation window.
Apply Extract Refresh Schedules
This transformation allows the destination extract schedules to be selected to be added to the selected migrated data sources.
The last type of transformation is to edit the permissions for the selected data sources. Enter in a Group or User and click Add. Adjust the permissions as desired. The four different options are to Allow the permission, Deny the permission, Inherit, or to keep the Source Value.
Step 5: Continue to Next Step
When you are ready, click Next to continue to the Migration Plans: User Permissions Mapping section of the planning phase.
Tableau Server user with an Explorer role or higher. To migrate content, you must have View and Download Workbook/Save a Copy permissions on the source site, and Publishing rights for the destination site. For more information, see Permissions.