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Here are items you should locate and steps you should perform before you upgrade Tableau Server to version 8.1.x.

Credentials, Setup Files, and Customizations

Before you upgrade, make sure you have the following:

l User account credentials: For each computer you’re upgrading, you need credentials

for a user account with local admin permissions.

l Run As account credentials: Confirm that you have the user name and password for

Tableau Server’sRun Asaccount. If you are using NT AUTHORITY\NetworkService (the default), no password is required.

l Setup files: In addition to having the .exe for the upgrade you’re about to perform, you

should locate or re-download the Setup .exe for the server version you currently have in production (seeDownloading Tableau Products). If something unexpected happens during the upgrade, this can help you recover more quickly.

While Tableau retains configuration settings during an upgrade, it’s a best practice to also note any customizations you’ve made so that you can verify them later. These includeconfiguring SSL, changing Tableau’s defaultportandtime outvalues, as well as usingcustom logos. Also, if you added your current Tableau Server version to your Windows PATH environment

variable, you will need to update that entry after upgrading so that it refers to the newer version of Tableau Server.

Bit Version

Starting with version 8.1, Tableau Server is provided as a native 64-bit application as well as a 32-bit application. Earlier versions of Tableau Server were only available as 32-bit.

If you were previously running the 32-bit version of Tableau Server on a 64-bit operating system, upgrading to the 64-bit version of Tableau Server is recommended. See Before you install... for the minimum requirements.

If you are upgrading a distributed installation of Tableau Server, note that the entire cluster must run the same bit version—either all 32-bit or all 64-bit Tableau server software.

Check Your Product Maintenance Status

If you attempt to upgrade Tableau Server from a server whose maintenance has expired, the result will be an unlicensed instance of Tableau Server.

To see whether your server’s maintenance has expired:

l SelectStart>All Programs>Tableau Server>Manage Product Keysand look

under theMaintenance Expirescolumn.

If your maintenance has expired, contactTableau Customer Support. Reactivating the product key will be part of Setup. See Activate Tableau for details. If your server doesn’t have internet access, refer to Activate Tableau Offline.

Create a “Clean” Backup

In addition to your regular Tableau Server backups, it’s a best practice to create a backup just prior to upgrading. Before you create the backup, run the tabadmin cleanup command to remove non-essential files from your backup. SeeRunning Cleanupand Back Up the Tableau Data for steps.

Distributed Installations Only: Whether to Remove Workers Before Creating the Backup

The Tableau backup file (.tsbak) includes configuration information as well as data. Therefore, a backup of a distributed installation of Tableau Server will include configuration information about the workers, including their IP addresses. If you don’t want this information as part of your backup (for example, because you are migrating workers to new hardware as part of your upgrade), you can do one of two things:

l Remove the workers from the Tableau Server configuration before creating the backup. l Plan on using the--no-configoption when you restore the backup file to your new

installation. Note that with this option, no configuration information is restored—including the primary Tableau Server’s.

If you are running a distributed installation of Tableau Server and have a worker running Windows XP or Windows Server 2003 SP1 or higher, you must remove it from the configuration before upgrading. These operating systems are not supported platforms in version 8.1. Note that Windows Server 2003 R2 SP2 or higherissupported.

1. Stop the serveron the primary Tableau Server.

2. On the primary server, open the configuration utility by selectingTableau Server <version>>Configure Tableau Serveron the Start menu.

3. In the Configuration dialog box, select theServerstab.

4. If the worker is hosting extracts and/or the repository, move those services onto another machine. See Move the Data Engine and Repository Processes for steps.

5. Next, highlight the worker and clickDelete. 6. Click OK.

7. Start the server.

Running Cleanup

Running the tabadmin cleanup command removes files from the Tableau Server system that you don’t need in your backup file. You should run cleanup once with the server running, which allows it to act on the Tableau database, and once with the server stopped, which allows it to remove log files.

To run tabadmin cleanup:

1. Open a command prompt as an administrator:

cd “C:\Program Files (x86)\Tableau\Tableau Server\8.0\bin” 3. Confirm that the server is running:

tabadmin status

4. Run cleanup by typing the following: tabadmin cleanup

5. Stop the server: tabadmin stop 6. Run cleanup again:

tabadmin cleanup

Keep the server stopped for creating a backup (next).

Create the Backup File

The tabadmin backup command creates a.tsbakfile containing data from your repository, data extracts, and server configuration. After you create the file, store it on a separate computer. See Back Up the Tableau Data for steps. Note that if you are creating a backup using Tableau Server version 8.0 or earlier, you must stop the server before creating a backup. Starting with version 8.1, you can create a backup without stopping the server first.

Distributed installations only: If you removed workers from your server configuration prior to creating your backup and you are not migrating to new hardware as part of your upgrade, you can now add the workers back to your configuration. Follow the steps in Upgrade to 8.1. Otherwise, if you are migrating to new hardware as part of your upgrade, leave the workers off the configuration. See Migrate to New Hardware for details.

Upgrade to 8.1

After you’ve completed the Pre-Upgrade Checklist, upgrade your existing Tableau Server installation to version 8.1 by following one of the procedures below. If you are migrating to new hardware as part of your upgrade, refer to Migrate to New Hardware instead of the procedures below.

When you install the newer version of Tableau Server, use the same drive and directory that the earlier version used. This way, data and configuration settings from your earlier version can be automatically imported.

Single Server Installations

1. Use Add/Remove Programs on your Tableau Server to uninstall the earlier version. Uninstalling removes the server software but leaves your data and configuration settings intact.

2. Install Tableau Server. Tableau Server Setup will handle importing the data and configuration settings from your earlier version.

Distributed Installations

If you are moving your cluster to the 64-bit version of Tableau Server as part of your upgrade to version 8.1, review the guidelines on "bit version" in the Pre-Upgrade Checklist.

To upgrade a distributed installation of Tableau Server from version 8.0 to version 8.1 or 8.1.x:

1. Use Add/Remove Programs on the primary Tableau Server to uninstall the earlier version.

2. Use Add/Remove Programs on the worker servers to uninstall the earlier version. Uninstalling removes the server software but leaves your data and configuration settings intact.

3. Install Tableau Worker Server on the worker servers. 4. Install Tableau Server on the primary Tableau Server.

Tableau Server Setup handles importing the data and configuration settings from your earlier version.

To upgrade a distributed installation of Tableau Server from version 8.1.x to version 8.1.x:

1. Use Add/Remove Programs on your primary Tableau Server to uninstall the earlier version.

Uninstalling removes the server software but leaves your data and configuration settings intact.

2. Install Tableau Server on your primary Tableau Server. Because it is a 'same version' upgrade (version 8.1.x to 8.1.x), there's no need to uninstall and reinstall server software on the Tableau workers. The primary Tableau Server pushes updates to the worker servers.

Tableau Server Setup will handle importing the data and configuration settings from your earlier version.

Move the Data Engine and Repository Processes

If you need to delete a worker from the Tableau Server configuration and that worker is hosting the only instance of the repository or the data engine (which hosts extracts), you must first move the process onto another machine. This is because there must always be one active instance of the repository and data engine processes.

1. If you haven’t done so already,stop the primary Tableau serverand open the Tableau Server Configuration dialog box (Start > Tableau Server 8.1 > Configure Tableau Server) on the primary Tableau Server.

2. On theServerstab, highlight the IP address or computer name of the computer onto which you want to move the process. It can be another worker or the primary (This Computer (Primary)).

3. ClickEdit.

4. In the Edit Tableau Server dialog box, select the check box for the process you are moving: eitherData Engine,Repositoryor both, and click OK.

5. Click OK in the Tableau Server Configuration dialog box.

6. Start the primary Tableau serverso that the changes can take effect. 7. Stop the serverand open the Tableau Server Configuration dialog box.

8. On theServerstab, highlight the IP address or computer name of the worker from which you are removing the process and clickEdit.

9. Clear the check box for the process you moved and click OK.

10. Click OK again andstart the primary serverso that the changes can take effect. If you are performing this procedure as part of deleting a worker from the Tableau Server configuration (as described in the Pre-Upgrade Checklist) stop the server again before proceeding.

About the Server Process Limit

The wgserver, data engine, data server, and VizQL server processes are engineered to be multi-threaded and multi-processed. A single process instance can run over 16 threads. By default, Tableau Server installs with up to two instances of each server process.

If you are running the 64-bit version of Tableau Server(which is available starting with version 8.1), two instances of a process is the most you should run.

If you are running the 32-bit version of Tableau Serverand the default settings aren’t sufficient, you can change them to up to eight instances either during Setup (for upgrades only)

or after Setup, using theConfiguration dialog box. Eight instances of a process is the default upper limit. If your machine has enough RAM and CPU cores, you can change the upper limit using theservice.max_procstabadmin setting. For each process instance, Tableau recommends that the machine running the process have at least 1 GB of RAM and 1 logical CPU core.

To change the maximum number of processes allowed: 1. After Setup,stop the server.

2. Still in the Tableau Server bin directory, enter the following command, wherenumberis the maximum number of process instances you want to allow:

For example:

tabadmin set service.max_procs 10 3. Start the serverso the changes can take effect.