Migration is easy:
1. Simply install version 8
2. Open Tableau Desktop 8 and then open the version 7 workbook in it.
3. Save the workbook; Tableau will convert it.
To get any product, simply go to the page from the Products menu on the Tableau website. There will be a link for downloading within each product page.
Have you followed this process with a workbook that uses a Tableau Server published data source? The process doesn't seem to be nearly as intuatuve in that case.
I chose to "upgrade" the server data extracts first by opening them in Tableau Desktop 8 and re-publishing them. Thereafter I opened the workbooks in Tableau Desktop 8 and re-published them.
I don't know if this is necessary, but at least it worked. This costed me 1 day even if I only needed to upgrade 14 extracts and 30 workbooks. I already worry about how costly the upgrade to Tableau 9 will be unless a better method is available at that time.
I haven't performed my server upgrade yet but thanks to you and Johan for the heads-up.
One more precaution: I lost usage statistics and user comments when upgrading to Server 8.
It would be nice to know which upgrade steps I should have followed to preserve both.
Did you guys backup your Server 7, install Server 8, and then restore? Would this move the version 7 Desktop workbooks to version 8? This is my plan...so far at least...
I'm actually planning to start with a fresh server for version 8. My version 7 server now has enough unused workbooks that I want to start fresh. Also, I plan on switching to active directory authentication.
I am not sure what is meant by restore, but guess it is step 4 and 5 below.
I followed Same machine upgrade - preserve existing content - step 1, 2, and 4 as described in Upgrading Tableau Server, that is:
- VMWare Snapshot of Windows Server running Tableau Server 7 (IT department)
- Downloaded all workbooks
- Wrote down various server settings
- Uninstalled Server 7 - data and configuration settings on the machine will be preserved
- Installed Server 8
- Opened all extracts in Tableau Desktop 8 and re-uploaded them
- Opened all workbooks in Tableau Desktop 8 and re-uploaded them
When I upgraded server from 7.0.11 to 7.0.13 there was an additional directory that was added in the file path of the install and that totally threw off my "simple" upgrade. I was very thankful I backed up my stuff ("tabadmin backup") as I was able to restore everything back on it with "tabadmin restore".
Though I will be doing an upgrade, I will be treating it similar to a "New Machine Upgrade – Migrate Existing Content" near the bottom of that page. I just hope the upgrade will, indeed, update the workbooks and such as one would expect so a "tabadmin restore" isn't necessary.
We are Active Directory on a single [virtual] box.
It would be nice to get input from others who've upgraded, successful or not, and what steps they took or recommend.
One of my upgrade attempts seems to have resulted in a few corrupted fields. The calculated fields created against the extracts can no longer be edited, but they do function OK when I try to display the field on the window or in a filter. Anyone else come across this problem before?
I upgraded our QA server last week and everything went well. Though I did a backup I noticed that the upgrade install did one also. Workbooks were upgraded though I haven't had my users thoroughly inspect them yet for errors.
- fresh install and start using active directory
nice approach - still scares the cr@p out of me using adirs.. especially on large ones... just my personal opinion.
fresh installs always seems to weed out a lot of unused stuff.
I have the same issue. I can't edit a set I create in version 7 or see what is the formula I used in creating this set. Anyone knows the solution especial the view part?