Evaluate Current State22% of the exam
Server upgrade planning, backups and Blue/Green
Plan a Tableau Server upgrade end to end: choose in-place or Blue/Green, prepare with disabled schedules, a backup and settings export, What's Changed and licensing checks, run Setup on every node before the upgrade script, patch operating systems safely, and verify the result.
Recommend and plan a Tableau Server upgrade.
~8 min read · 8 practice questions ·
What the exam expects
- Recommend an in-place or Blue/Green upgrade from the deployment's criticality, rollback needs and IT capacity.
- Build the pre-upgrade checklist: disabled schedules, backup and settings export, the cumulative What's Changed review, and licensing dates.
- Sequence a multi-node upgrade and a Blue/Green restore correctly, including the identity store rule.
- Separate major operating system upgrades from minor patches and give the safe sequence for each.
- Define post-upgrade verification.
Key terms:
- In-place upgrade: Setup installs the new version side by side on the existing machines, then the upgrade script completes it.
- Blue/Green upgrade: the new version is built in a mirrored environment (Green), tested, and users are switched from production (Blue).
- Identity store: local authentication or Active Directory/LDAP, set when Tableau Server is initialized.
- MAINT EXP / LIC EXP: the maintenance end date of a perpetual key and the expiry date of a subscription license in
tsm licenses list.
Key facts
Major OS upgrade
- Detail
- Blue/Green only; in place makes the install unsupported
Minor OS patch order
- Detail
- tsm stop, stop admin services, patch all nodes, reboots done, tsm start
Backups during upgrade
- Detail
- Not included, except an internal pg-only backup
Configuration backup
- Detail
tsm settingsexport
What's Changed list
- Detail
- Cumulative from 2019.1
Perpetual key field
- Detail
- MAINT EXP; subscription field is LIC EXP
Setup install location
- Detail
- Same as the existing version; cannot be changed
Restore rule
- Detail
- Backup and target need the same identity store type
Product key activations
- Detail
- Up to three
Non-production license right
- Detail
- Two environments per production environment
Sources for this section (8)
- Upgrade Overviewhelp.tableau.com (opens in a new tab)
- Updating Your Server Computerhelp.tableau.com (opens in a new tab)
- Back Up Tableau Serverhelp.tableau.com (opens in a new tab)
- Review What's Changedhelp.tableau.com (opens in a new tab)
- Verify Licensing Statushelp.tableau.com (opens in a new tab)
- Multi-node Run Setuphelp.tableau.com (opens in a new tab)
- Migrate to New Hardwarehelp.tableau.com (opens in a new tab)
- Blue/Green approachhelp.tableau.com (opens in a new tab)
- When does an upgrade create a backup on its own?
- Why disable scheduled tasks in Green while it is being tested?
- How many times can one Tableau Server product key be activated?
- Why might the exported settings file fail to import directly into Green?
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