Here is the process you will need to follow to move a workbook from one environment to another
- Open workbook from Environment A (say, QA)
- Go to "Data" Menu to change data connection to point to the databases in Environment B (say, UAT)
- Once data connection is changed , Tableau Desktop will extract data automatically (if your Data connection is an 'extract' connection) from the new connection you provided
- When complete, from the "Server" menu, sign in to the Tableau Server in Environment B
- Publish the workbook there
Tableau does not provide any automated process to move workbooks from one environment to another.
If your organization can support the cost, you may want to check out the Enterprise Deployment tool for Tableau from Interworks
I have 30 workbooks in my test server. Do you want me to do opening each and every workbook and follow these steps. is there any other way to do the process.
There is no other out-of-the-box way Tharashasank Davuluru
You may, however, try out the following workarounds
- Already mentioned in my previous reply, check out the Enterprise Deployment tool for Tableau from Interworks
- Write your own tool in .NET or Python or Java and use the Tableau Rest API to perform the steps in my previous reply. Please be aware that Tableau will not support us in case anything goes wrong - opening up a Tableau workbook programmatically and changing it is entirely at the user's own risk!
There's not much else that one can do.
Does the tabadmin Backup -- no config command will help us to publish all the workbooks from test server to production server? or do we need to follow the manual process of downloading the workbooks from test server and then publish these into the prod server?
tabadmin backup will help copy your workbooks AS IS from one server to another - but it will NOT change the datasource connections. Which is the MAIN part of moving from one environment to another.
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I haven't tested it yet but I think you don't necessarily need to open the workbook to edit the data connections. You can use the REST API Call "Update Datasource Connection" or Update Workbook Connection (see https://onlinehelp.tableau.com/current/api/rest_api/en-us/help.htm#REST/rest_api_ref.htm#Update_Datasource_Connection).
I assume this works only to change the database name but not the connection type (if the connection is a SQL Server, it will still be a SQL Server afterwards).
If you don't need to update the connection, it's even easier. You just need to use the REST API to download all your workbooks and publish them to the new environment, though it needs a bit of coding.
Can i have your mobile number please.
Thanks in Advance!!