Upgrading Tableau

When upgrading a Tableau Server installation that is monitored by Tableau Resource Monitoring Tool, there are a few additional steps that need to be followed.

Ensure Resource Monitoring Tool supports the new Tableau version

Before upgrading Tableau, you’ll want to make sure that the version of Resource Monitoring Tool you have installed supports the version of Tableau that you are upgrading to.

The quickest way to check is to log in to the Resource Monitoring Tool web interface and navigate to the Admin | Environments screen. Edit the environment you are upgrading and check the Tableau Version drop down for the version you are upgrading to.

Stop Agents

Resource Monitoring Tool agents should be stopped while you upgrade Tableau Server. Follow these steps on each machine in your Tableau Server cluster:

  1. Click Start, click in the search box, type services.msc, and then press ENTER.
  2. Find Tableau Resource Monitoring Tool Agent service and right-click on it.
  3. Click Stop in the context menu.

Upgrade Tableau

Follow the normal process for upgrading Tableau Server. This process is outlined in the Tableau Server documentation.

Update Tableau Version in Resource Monitoring Tool

  1. Log in to the Resource Monitoring Tool web interface.
  2. Go to Admin | Environments
  3. Edit the environment you upgraded.
  4. Modify the Tableau Version to match

Restart Agents

After the upgrade is complete you are ready to restart the Resource Monitoring Tool agents. Follow these steps on each machine in your Tableau Server cluster:

  1. Click Start, click in the search box, type services.msc, and then press ENTER.
  2. Find Tableau Resource Monitoring Tool Agent service and right-click on it.
  3. Click Start in the context menu.

Who can do this

To upgrade Resource Monitoring Tool, you must have all the following:

  • Administrator permissions on the machine you are installing Resource Monitoring Tool.
  • Tableau Server Administrator site role.
  • Resource Monitoring Tool Administrator account.