May I ask the complexity of your environment that you plan to upgrade? If it's a single node, it may be advantageous to use the Tableau upgrade assistance program. Upgrade Assistance | Tableau Software . There are multiple methods for doing an upgrade, and being that you are on a rather old version 9.0, you may need to do a clean install.
1. Take a backup of Tableau Server using tabadmin backup. I think this needs to be done manually because you are on 9.0
2. Do a clean install (after you verify that your backup is successful). In other words, uninstall all of Tableau Server via the control panel, delete the Tableau folders after the uninstall is complete.
3. Download the 10.5 software and install
4. Do a tabadmin restore from your backup
To answer some of your other questions:
- If you do a backup / restore successfully, then old workbooks and user accounts will still exist
- Being that 10.5 has a new underlying technology for extracts, I strongly suggest upgrading all your Tableau desktop installs to 10.5. 9.0 may work for a short time, but if you are using extracts, the first time that they refresh on server, then 9.0 won't work
- If you need to downgrade to 9.0, you need to do a clean install of 9.0 and use the backup that you took via step 1
Besides Jeff's instructions the other thing I'd strongly recommend before you start the upgrade process is to fire up a test server on 10.5 and restore a backup of your 9.0 server to it and go through each workbook looking for places where the views are different whether that be visual display or in different results for numbers/values. I've often seen differences in display in major version upgrades on Tableau Server, for example having scrollbars appear on a view that didn't used to have any because of slight rendering differences.
Also with 10.5 having Hyper see Onboarding your team with Hyper | Tableau Software for more info.
Thanks Jeff for your reply.
Yes, I am using a single node server.
Anyway how about my current Tableau Server license?
Will it be automatically use when I update to 10.5?
Yes it should be
Yes. As long as you are installing on the same hardware and your annual maintenance is paid / up-to-date, then the license should stay in tact. You can go to "manage license keys" within the server and hit refresh to verify that it's still active. See these links for more info. Refresh Maintenance Date for the Product Key and Manage Licenses
Anyway, I think I am gonna install the Tableau Server 10.5 on a new server as non-production environments.
I will be use the same license key like the production server. (I was referring to this article: Licensing a Tableau Server Test Environment | Tableau Software)
Btw, can I get the same user accounts like the production if I use the same license key on the new server?
I have 10 user accounts on production Tableau Server.