Migration & Upgrade6% of the exam
In-place upgrade preparation and steps
Prepare a Windows Tableau Server for an in-place upgrade (accounts, licensing, backup, configuration record, scheduled tasks, the backup/restore path check), then run Setup, the upgrade-tsm script, verification and the optional cleanup of the earlier version.
5.1 Understand the upgrade process
~7 min read · 4 practice questions
What the exam expects
- Choose the Windows account that runs Setup and the upgrade script, including the extra rule when Active Directory or LDAP is the identity store.
- Sequence an in-place upgrade on a single Windows node: prepare, disable scheduled tasks, run Setup, run
upgrade-tsm, start, verify and clean up. - Explain what Setup does and does not let you change, and why the earlier version stays on disk.
- Check the backup/restore file location before the upgrade with the dedicated TSM command.
- Recover from common upgrade-script failures without starting over.
Key terms:
- In-place upgrade: installing a newer Tableau Server version on the same computer, beside the existing version, instead of moving to new hardware.
upgrade-tsm: the script in the new version'sscripts.<version_code>folder that completes the upgrade after Setup.- version_code: the long, build-specific version number used in package folder names.
- Checkpoint Upgrade: the ability to rerun a failed
upgrade-tsm, which resumes from the step that failed. - basefilepath.backuprestore: the TSM key that sets the folder used by backup and restore.
Key facts
Install account
- Detail
- Member of the local administrators group
AD/LDAP identity store
- Detail
- Log on with a domain account; a local admin account causes upgrade-script errors
Install location
- Detail
- Shown by Setup; new version installs beside the old one and cannot be moved
Command window after Setup
- Detail
- Open a new administrator prompt; Setup updates the path
Server state for the script
- Detail
- Tableau Server must be stopped; the script offers to stop it
Earlier version before the script
- Detail
- Must stay installed and running; uninstalling it first blocks the upgrade
Path permission check
- Detail
tsm maintenance validate-backup-basefilepath, added in 2022.1
Backup/restore folder permissions
- Detail
- NetworkService and Run As account: read/write/execute
Upgrade log
- Detail
app-upgrade.loginC:\ProgramData\Tableau\Tableau Server\logs
Setup download
- Detail
- Latest maintenance release of the target version
Old version removal
- Detail
- Optional, after verification, to free disk space
Sources for this section (6)
- Run Setuphelp.tableau.com (opens in a new tab)
- How Upgrade Workshelp.tableau.com (opens in a new tab)
- tsm maintenancehelp.tableau.com (opens in a new tab)
- Troubleshoot Install and Upgradehelp.tableau.com (opens in a new tab)
- Download Setuphelp.tableau.com (opens in a new tab)
- Post Upgrade Cleanuphelp.tableau.com (opens in a new tab)
- Why does a TSM-to-TSM upgrade keep end-user downtime short?
- When does
upgrade-tsmrun with credentials other than those of the logged-on administrator? - Which two Windows principals need read/write/execute permission on the backup/restore file location?
- When should you not uninstall a Tableau Server version in Control Panel after an upgrade?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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