There is a 'magic' option in 10.5:
Extract --> Upgrade
Running the Upgrade on a pre-10.5 Datasource
(with the .TDE extract -- either embedded or standalone,
the latter would be your common case, i suppose)
would create a *.hyper extract, with the DS switching to.
Please ask your colleagues to Upgrade their extracts in place.
Then you'd be able to start exchanging the *.hyper files
(the same way as with *.tde before).
Hope it could help.
When someone performs the Extract -> Upgrade option, is that a time consuming process, similar to regenerating the extract from scratch? Our extracts take roughly 1.5 hours to complete into .TDE, for reference. I have dozens of workbooks on my own, so any process that takes more than a few minutes to "upgrade" in each and every workbook would be pretty cumbersome.
Actually, the extract upgrade option doesn't appear to be available. Again, we share extract files, rather than each user generating their own. So, when I connect to a saved .TDE that was generated by someone else, I have no extract options available to me in the data window other than to generate a new extract. Am I doing something wrong?
Ah, sorry, Devin, I didn't get your original problem right.
So you and your colleagues are using extract files as datasources.
Ok, the migration procedure could be as follows:
1) Suppose you're the owner (editor) of the "original" workbook
containing the datasource with the extract (hence able to refresh).
In 10.5 you make a refresh / upgrade, thus getting the *.hyper extract file.
2) Your colleagues are using your *.tde extract file as a datasource (yet).
You send them a copy of *.hyper file and ask them to do the following:
-- Open a 'target' workbook in 10.5
-- Connect to the *.hyper file as a new datasource
-- Replace the *.tde datasource to the *.hyper one
-- Close the (then unused) *.tde datasource
-- Save a workbook
Hope it could help.
That's what I was afraid of. That's a tedious task when you consider that people may be using many workbooks, where that process would be repeated for every workbook for each user. I'm surprised and disappointed that Tableau didn't implement something so that workbooks would automatically recognize that a .HYPER extract in the same directory named the same as a .TDE extract is the same and use the .HYPER accordingly. I recognize that this is a significant architecture change, but it's not what I expect from an otherwise very slick product experience.
Automating irreversible changes looks risky, imho.
Besides, Tableau team would have reasonably expected
the use of Tableau Server for publishing / sharing datasources:
.... Also, you don't have to upgrade to .hyper - nobody's forcing you to. As long as all of your users are migrated to 10.5, you can work in a mixed extract environment and slowly phase in .hyper as products get refreshed over time.
I disagree with an automated version of this being "risky", as it essentially would mirror what happens in the server environment. AFAIK you cannot use 10.5 to update .TDE extracts - they are automatically recreated as .HYPER, and all workbooks default to opening in 10.5 after upgrade. It's possible to do in 10.4.x, but it's obviously not ideal. Continue to make excuses for it, but in the end there is no rational explanation for making users go through a tedious manual process for what should be automatic. I have other gripes about .HYPER, such as extracts taking ~50% longer to create and being >60% larger, but this is the biggest because it impacts the user experience.