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    Tableau Server Upgrade 2018.1 to 2018.2, 2018.2.1, 2018.2.2 , 2018.3, 2018.3.1 (Windows)v3

    Bryan Fernandez

      Hi Everyone, I just want to share a way to upgrade Tableau Server 2018.1 to 2018.2 or 2018.2, 2018.2.1, 2018.2.2 , 2018.3, 2018.3.1

      I did a lot of trial and error on figuring out on how to upgrade from TabAdmin to the new TSM (Tableau Services Manager) CLI.

       

      Requirements:

      -Download the latest installers:

      Tableau Server | Tableau Software

       

      Note: It is recommended to have a testing environment first before upgrading your Main Tableau Server,

               Doing a Tableau Server upgrade testing in a live production will interrupt your Tableau services.

       

      PART A.

       

      1. If you have an existing 2018.1 installed on your computer, you have to uninstall it.

      You may do a manual backup using tabadmin backup command. Uninstalling the Tableau Server 2018.1 will

      create automatic backup in C:\ProgramData\Tableau\Tableau Server if you select the backup data before uninstall.

       

      Move the backup file created in C:\ProgramData\Tableau\Tableau Server\uninstall-2018.1.tsbak to other folder.

       

      2. Delete the folder C:\Program Files\Tableau Server and C:\ProgramData\Tableau

      3. Go to Control Panel\All Control Panel Items\User Accounts\ and click Change My Environment Variables

      44.PNG

      If you see (4) Tableau Variables please delete these:

      TABLEAU_SERVER_CONFIG_NAME,

      TABLEAU_SERVER_DATA_DIR,

      TABLEAU_SERVER_DATA_DIR_VERSION,

      TABLEAU_SERVER_INSTALL_DIR,

       

      These are reference used by the installers. So you can change the installer default directory and required to be deleted

      for fresh installation.

       

      If you happen to see

      TSM_CLEAN_INSTALL_FAILURE

      Please delete it also.

      This variable only inserted if there is an error occurred while doing fresh installation. just like this example

       

      4.Download CCleaner application and install it.This tool will clear junk files, left over files from installers and damage registry.

      Run the registry Tab , scan and Fix selected Issues.

      If you run the CCleaner tool, the Tableau Server Services will become like this.

       

      5. Enable your User Account Control to Always notify. So we can see the Tableau servers changes to our PC. (More on Part B)

      45.PNG

      5. Restart your PC.

       

      Part B

      Installing the Tableau Server 2018.2, 2018.2.1, 2018.2.2 , 2018.3, 2018.3.1

       

      1. Run the installer of Tableau Server.

      2. I recommend to install the Tableau Server in C: Drive. or select the drive you want it to install.

      3. Wait for the installer it to finish extraction.

      4. After extracting it must show "Create new Tableau Server Installation". If these option does not show

      and only click install button is available then repeat Part A.

      5. Now by proceeding next the Tableau Server will initialize.

      There are (4) Services will be inserted to firewall and needs approval and these are

      11.PNG12.PNG13.PNG14.PNG

      Just Press Allow Access button.

      6. After Initializing the installer will open a browser asking you to log in.

       

      Part C

       

      1. Before login, go to Control Panel\All Control Panel Items\Administrative Tools\Services.

      2. You will see (6) Tableau Services

           1. Tableau Server Administration Agent

           2. Tableau Server Administration Controller

           3. Tableau Server Client File Service

           4. Tableau Server Coordination Service (Ensemble 1)

           5. Tableau Server License Manager

           6. Tableau Server Service Manager

       

      Note: if you did not see the Tableau Server Service Manager on the list, its okay, this service will also be installed

      during Initialization. Also upon initialization the Log On As settings will be also replicated automatically.

       

      3. Double click starting from Administration Agent> Log On Tab > Click this account

      Click the button Browse. And Browse the administrator account by typing Administrator and click Check Names and

      click Ok Button.

      4. Do this for other 5 Services. and the result should be like this.

      37.PNG

      5. Restart the (6) services by right clicking and select restart.

      6. This is where you must log in. Log in to https://<host-name>:8850

      7. Fill up the serial Number and activate (Provide proxy settings if necessary)

      8. Register the information needed.

      9. In the Run as service account. Provide the same info for username ex. <host-name>\administrator and apply fillup password and complete the form.

      10. Click Initialize.

      11. Please wait if it jumps to 5/40 and it will hopefully works.

       

      Part D:

       

      Backup Data Restoration

       

      1. Click this link on how to restore the .tsbak file to your new version of Tableau Server.

      Restore from a backup

      =====================================================================================

      Tableau Server Database Drivers and connectors

       

      If you happen to remove or uninstalled the database drivers from the previous setup,

      You may download and reinstall the required drivers.

       

      Tableau Server Database Driver Supported:

      (OData,OneDrive,Oracle,Oracle Eloqua,Oracle Essbase,Other Databases (JDBC),Other Databases (ODBC),PDF File

      ,Pivotal Greenplum Database,PostgreSQL,Presto,Progress OpenEdge,Salesforce,SAP HANA,SAP NetWeaver Business Warehouse,

      SAP Sybase ASE,SAP Sybase IQ,ServiceNow ITSM,SharePoint Lists,Snowflake,Spark SQL,Spatial File,Splunk,Statistical File,

      Teradata,Teradata OLAP Connector,Text File,TIBCO Data Virtualization,Vertica,Web Data Connector)

       

      Driver Download | Tableau Software

      =====================================================================================

       

      Tableau Server Upgrade from 2018.2.x to 2018.3.0

       

      Upgrading to 2018.3.0 does not require for the older versions of 2018.2.x to be uninstalled.

      Just run the 2018.3.0 installer directly. Download the latest version Tableau Server | Tableau Software

       

      1. Backup first the current Tableau server 2018.2.x version for safety.

      tsm maintenance - Tableau

      example:

       

      tsm maintenance backup -f ts_backup -d

       

      2. Your Windows Account should be the local administrator. Execute the installer directly.

      3. The installer will just have buttons to proceed next and wait.

      4. The installer will now extract the files.

      5. Now check only the 'Automatically launch the upgrade script' and press ok button.

      6. Now you will see the command prompt and enter the administrator password.

      The upgrading process will takes time. Just wait and monitor it.

       

      Tip: In my experience using command prompt, sometimes it freezes or you do not

      notice that the command is not moving or proceeding next or stop. Just press right click anywhere inside the

      command prompt window from time to time to make it refresh. (I usually experience it

      always when upgrading Tableau Server.)

       

      Below are my screenshot of upgrading process:

       

      1.png

      2.PNG

      3.PNG

       

      After the upgrade script, run the TSM shortcut.

      4.PNG

       

      The server will require to register only information. Fill up the form and press register.

      5.PNG

       

      After register, it will proceed to this state. all services are shutdown.

      7.PNG

      On the upper right click the drop arrow and click Start Tableau Server

      8.PNG

       

      It will tell you that it takes time. Just click confirm button

      9.PNG

       

      Finally it will restart all the services . Just wait.

      10.PNG

       

       

      Finally your server is now upgraded.

      6.PNG

       

       

      If you have questions please reply to this post.

      Thank you!

       

      Tested in:

      Server Specs:

      Windows Server 2016 Standard

      Intel Xeon CPU E5-2650v4 (12 Cores, 24 Threads) 2.20Ghz

      64 GB RAM DDR4

      2TB SAS HDD

       

      Windows 10 Professional.

      Intel Core i7-7700HQ 2.8Ghz

      16GB DDR4

      128 GB PCIE SSD+1TB SATA HDD

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