Server Upgrade - Gather Configuration Details

If you are running an in-place upgrade (you're not updating hardware as part of your upgrade), then nearly all the configuration data is preserved. Strictly-speaking, you do not need to gather all of the configuration information in this case. However, we recommend gathering the information as detailed in this topic. In the worse case scenario, should upgrade fail, then you will have a record of all configuration information should you need to restore. In any case, you can use the configuration details you collect to verify the upgrade when it's complete.

Take screen shots

A relatively quick way to capture the basics of your configuration is to take screen shots of the TSM web interface pages and the Tableau Server admin area.

Click through all visible pages and take screen shots:

Record object counts

When you are in Tableau Server admin area, count and record the following in each site:

Projects, workbooks, views, data sources
Users and groups

Gather asset files

Many of the supporting files (certificates, IdP metadata, logos, etc) that you upload to Tableau Server are not accessible with TSM after you upload them. Specifically, files that are uploaded and managed by the Client File Service are renamed and obfuscated before they are distributed across the deployment. This process also parametrizes the file attributes that are required by Tableau services. As a result, files are not mapped to a single file location on the file system for the following files. If you have uploaded any of the following files, be sure to have copies of them saved off of the computer that is running Tableau Server:

SAML certificate file
SAML key file
SAML IdP metadata file
OpenID.static.file
Kerberos.keytab file
LDAP Kerberos keytab file
LDAP Kerberos conf file
Mutual SSL certificate file
Mutual SSL revocation file
Customization header logo file
Customization sign-in logo file
Customization compact logo file

Gather custom configuration information

Some configuration information is not displayed in the TSM or Tableau Server web pages. This section includes configuration details that you may need to gather depending on how you've customized your Tableau deployment.

Secure SMTP

If you have configured TLS for Tableau Server, then you will need to record the TLS-related configurations, which are not included in the Email Server configuration of the TSM Web UI.

To gather the TLS-related configurations, you must run tsm configuration get with the following key values:

svcmonitor.notification.smtp.ssl_enabled
svcmonitor.notification.smtp.ssl_required
svcmonitor.notification.smtp.ssl_check_server_identity
svcmonitor.notification.smtp.ssl_trust_all_hosts
svcmonitor.notification.smtp.ssl_ciphers
svcmonitor.notification.smtp.ssl_versions

For example, to retrieve the list of ciphers that are configured for SMTP TLS, run the following command:

tsm configuration get -k svcmonitor.notification.smtp.ssl_ciphers

You can find more information about each of the keys above in the TSM CLI section of Configure SMTP Setup.

Analytics extensions

If you have configured analytics extensions (formerly referred to as "external services), you will need to record your configuration information. Upgrading to Tableau Server 2020.2 or later will remove all configuration for this feature.

To retrieve the analytics extensions configuration from Tableau Server versions 2019.1 through 2020.1, run the following command:

tsm security vizql-extsvc-ssl list

To retrieve the password that is stored for the analytics extensions connection (if any), run the following tsm command:

tsm configuration get -k vizqlserver.rserve.password

You should also have a copy of the certificate for analytics extensions if you've configured SSL.

External Repository

This applies only if you are using the External Repository configuration with Tableau Server. If you are not sure if this applies to you, see Tableau Server External Repository.

If you are using an External Repository, you may need to take additional steps when upgrading.

No version change—If there is no version change in PostgreSQL, there are no special actions required.
Minor version change—If there is a minor version change in PostgreSQL, you need to upgrade your external repository before upgrading Tableau Server. In most cases there are in-place methods for doing so. The method you use depends on the location of your repository and is beyond the scope of this documentation.
Major version change—If there is a major version change in PostgreSQL, you need to follow the steps described in Upgrade Tableau Server with External Repository for a New Major Version of PostgreSQL.

Steps include:
1. Creating a new instance of PostgreSQL DB. For more information, see:
2. Creating a configuration file and download the SSl certificate file for the new instance that you created in Step 1.
During upgrade, you will need to point Tableau Server to the new instance using the configuration file. The upgrade process will migrate the content from your current external repository to your new instance. For more details, see Upgrade Tableau Server with External Repository for a New Major Version of PostgreSQL.

External File Store

There are no special steps, actions, or configuration required when upgrading Tableau Server configured with External File Store. You can upgrade Tableau Server using the normal procedure.

Port customization

If you have changed the dynamic port range or have configured ports manually for Tableau Server, record the changes you have made.

Run the following command:

tsm topology list-ports

For more information see Tableau Services Manager Ports.

Proxy customization

If you are using OAuth and have made any changes to the net.properties file for Tableau Server in the <drive>:\Program Files\Tableau\Tableau Server\packages\repository.<version>\jre\conf folder, you should record the changes you have made. The upgrade process creates a new net.properties file and you may need to update the new one after you upgrade.

You can save a copy to a safe location and use it after upgrade to compare to the newly created file for any differences.

For more information see Configure a proxy for OAuth authetication(Link opens in a new window) in the Tableau Desktop and Web Authoring Help.

Continue to .Server Upgrade - Verify Licensing Status

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