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The Tableau Migration Software Development Kit (SDK) requires that you have a licensed Tableau Cloud environment that is properly licensed and configured. To migrate smoothly, complete the tasks in this topic before you use the Migration SDK.
Upgrade your existing installation of Tableau Server to the latest version. For more information, see the upgrade instructions for Windows or the upgrade instructions for Linux.
The Migration SDK is compatible with both a licensed and trial Tableau Cloud Site. However, work with your account team to create a site that meets your user, content, and license type requirements.
For more information, see Customize the Site and Content Settings
By default, Tableau Cloud sends a Site Invite Notification email to all users when theyâre added to a site. If you want to disable that automated notification, disable the Site Invite Notification in Settings under the General tab.
For more information, see Authentication.
The Migration SDK doesnât consider the time zone setting. You must set the correct time zone on the destination site.
Use the following steps to allow embedded credential migration from Tableau Server to Tableau Cloud.
Use tsm security authorize-credential-migration
to allow embedded credential migration to the Tableau Cloud site. For more information, see tsm security.
tsm security authorize-credential-migration --source-site-url-namespace <Tableau Server site ID> --destination-site-url-namespace <Tableau Cloud site ID> --destination-server-url <Tableau Cloud site url> --authorized-migration-runner <username> --destination-public-encryption-key <public key>
tsm login
to authenticate a session with the Tableau Server Administration Controller service before running tsm security authorize-credential-migration
.Some Cloud-accessible databases require you to authorize access to cloud data published to Tableau Cloud.
If Tableau Bridge is required:
Configure Tableau Bridge client pools
For more information about Tableau Bridge, see Plan Your Bridge Deployment
By default the Migration SDK migrates your groups exactly as they exist on Tableau Server. However it will not continue to sync your groups. If you want to create new groups during the migration, we recommend taking this step now, and opting to not migrate Groups using the Migration SDK.
For more information, see Automate User Provisioning and Group Synchronization.