Upgrade Tableau Server Overview

The articles in this section help you upgrade an existing installation of Tableau Server on Windows. They describe the recommended steps of planning and testing before actually performing the upgrade. There's information about best practices, and when you're ready to actually perform your upgrade, steps for upgrading a single node server and a multi-node installation. Where possible, we call out possible pitfalls and help you to avoid these.

Note: If you are looking for documentation about upgrading to a version earlier than 2018.2.0, go to the main Tableau Help web site and use the Version dropdown to select the version you are upgrading to, then click the help for that version.

Choose your upgrade path

Your upgrade steps depend on the version of Tableau Server on Windows you are upgrading from, the version you are upgrading to, and the install location of your existing version. Use the table below to find a link to the steps that apply to your upgrade situation.

Upgrade Type

Note: Special steps are required if you have a pre-TSM version installed in a non-default location and are upgrading to version 2019.4.0 through 2019.4.4 or 2020.1.0 through 2020.1.1.

Current version Upgrading to version Install location Upgrade procedure

What version are you upgrading from?

If you aren't sure how to find your version, see Determine your Tableau Server version below.

If you do not know where Tableau Server is installed, see Determine your Tableau Server install location below.

Upgrade steps to use

 

pre-TSM to TSM

 

 

10.0 through 2018.1.x

 

2018.2.0 through 2019.3.x

default location or non-default location Upgrade from Tableau Server 2018.1.x or Earlier to 2019.3.x (Windows) (opens 2019.3 Server Help)

2019.4.0 or later

default location Upgrade from Tableau Server 2018.1.x or Earlier (Windows)

2019.4.0 through 2019.4.4
or
2020.1.0 through 2020.1.1

non-default location Upgrade from Tableau Server 2018.1.x or Earlier in a Non-Default Location (Windows)

2019.4.5 or later
or
2020.1.2 or later

default or non-default location Upgrade from Tableau Server 2018.1.x or Earlier (Windows)
TSM to TSM

2018.2.x or later

2018.2.x or later

default or non-default location Upgrade from Tableau Server 2018.2 or Later (Windows)

Determine your Tableau Server version

To see what version of Tableau Server you are running, sign in to Tableau Server and click the information icon ( or ) at the upper right of the Tableau Server window, then click About Tableau Server. Your server version is listed in the About Tableau Server dialog.

Determine your Tableau Server install location

Knowing where your current version of Tableau Server is installed is a key aspect of choosing the right upgrade path. By default Tableau Server versions 2018.1.x or earlier install to C:\Program Files\Tableau\Tableau Server\<version>. When you uninstall version 2018.1.x or earlier, a backup is automatically created and saved in the data directory. Non-default location installs of Tableau Server version 2018.1.x or earlier use the same location for both the install directory and the data directory. Locate the backup and you have identified both the data directory and the install directory.

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