Upgrade tableau server linux

Upgrade tableau server linux DEFAULT

Upgrade Tableau Server on Linux from 10.5

Important: Beginning with version 2020.4.0, if you are running version 10.5 of Tableau Server on Linux, you cannot upgrade directly to the latest version. You must upgrade to a version between 2018.1 and 2020.3 before upgrading to 2020.4 or later. Support for version 10.5 ended in July 2020 so direct upgrades to version 2020.4 or later are not supported. For information about supported versions, see the Tableau web site(Link opens in a new window).

When you upgrade Tableau Server on Linux from version 10.5, you need to take several unique steps to complete the upgrade. These are necessary because of a change made after version 10.5.0 released, related to sudo privileges. For more information, see System User, sudo Privileges, and systemd. You only need to do these extra steps once, during the upgrade to 2018.1 or later. This topic describes how to upgrade from version 10.5.0 or 10.5.x (10.5.1 or later) to version 2018.1 or later.

If you attempt to upgrade from 10.5.0 or 10.5.x without following these instructions, warnings are displayed and the upgrade is canceled. You will not break your existing Tableau Server installation, but you cannot continue the upgrade.

To identify the version of your installation, see View Server Version.

Follow these steps to upgrade from 10.5.0:

  1. Upgrade to 10.5.x—If you are running version 10.5.0, you must first upgrade to 10.5.x (10.5.1 or higher) by installing 10.5.x and running the script in the 10.5.x scripts directory on your initial node.

  2. Install 2018.x or later, up to 2020.3.x—With 10.5.x installed and running as expected, install 2018.x or later, but do not upgrade to this version yet.

  3. Run TSM commands—Use TSM to stop the server and run three additional commands.

  4. Migrate 10.5.x to single user—Run the migration script in the new version (2018.x or later) scripts directory. Do this on every node in your cluster.

  5. Upgrade to 2018.x or later, up to 2020.3.x— Upgrade Tableau Server by running the script from the new version scripts directory on your initial node.

  6. Upgrading from 2018.2 and Later— After upgrading to a version between 2018.x and 2020.3.x, you can upgrade Tableau Server to 2020.4 or later by following the instructions for here: Upgrading from 2018.1 and Later (Linux).

Upgrade to 10.5.x

If you are running version 10.5.0 of Tableau Server on Linux, the first step you need to take is to upgrade to a later version of 10.5. Beginning with version 10.5.1 changes were made that are needed in order to upgrade to 2018.1 or later. (If you are already on a version of 10.5 that is higher than 10.5.0, you can skip to the Install 2018.x or later, up to 2020.3.x step.)

To upgrade from 10.5.0 to a later version of 10.5:

  1. On each node in your cluster:
    1. Copy the Tableau Server version 10.5.x .rpm or .deb package to location accessible from the computer you are upgrading.

      If you are upgrading a distributed deployment of Tableau Server, copy the .rpm or .deb package to each node in the cluster or to a location accessible from each node.

    2. Log on as a user with sudo access to the computer you are upgrading.

    3. Navigate to the directory where you copied the or Tableau Server package.

    4. Use the package manager to install the Tableau Server package.

      • On RHEL-like distributions, including CentOS, run the following command:

      • On Ubuntu, run the following commands:

  2. Stop Tableau Server. If you are upgrading a cluster, do this after you have installed the new package on every node in your cluster.

  3. With Tableau Server stopped, run the following command on your initial node. Do not run this command on any additional nodes:

    sudo /opt/tableau/tableau_server/packages/scripts.<version_code>/upgrade-tsm --accepteula

    where  is the 10.5.x version you are upgrading to.

    To see all the options available for the script, use the option. For example: 

  4. After the upgrade is completed, ensure your session is using the updated TSM version by doing one of the following:

    • Use the source command:

    • Exit the terminal session on the initial node and log in again.

  5. Start Tableau Server:

Install 2018.x or later, up to 2020.3.x

Install the new Tableau Server package but do not upgrade to this version yet. Before you do so, you need to run several commands and a migration script. You can install the new version package without stopping the server. When you install the new package you are copying the software to your computer but not changing anything about the currently running version.

To install the new version package, on each node in your cluster:

  1. Copy the Tableau Server .rpm or .deb package to location accessible from the computer you are upgrading.

    If you are upgrading a distributed deployment of Tableau Server, then copy the .rpm or .deb package to each node in the cluster or to a location accessible from each node.

  2. Log on as a user with sudo access to the computer you are upgrading.

  3. Navigate to the directory where you copied the or Tableau Server package.

  4. Use the package manager to install the Tableau Server package.

    • On RHEL-like distributions, including CentOS, run the following command:

    • On Ubuntu, run the following commands:

Run TSM commands

Using version 10.5.x of Tableau Server that is installed and running:

  1. Stop the server:

  2. Run these three commands:

    where '' is the user name you specified with the option when you first installed 10.5.x. If you did not specify a user, the default is ''.

Migrate 10.5.x to single user

Run this script from the 2018.x or later scripts directory:

sudo /opt/tableau/tableau_server/packages/scripts.<version_code>/migrate-to-single-user

where <version_code> is the long form of your new version number.

Important: If you have a multi-node installation, you must run this script on every node in your cluster.

At this point Tableau Server is running 10.5.x but configured to work with a single user. This is an interim stage. You should complete the upgrade to version 2018.x or later before using Tableau.

Upgrade to 2018.x or later, up to 2020.3.x

After completing the above steps:

  1. With Tableau Server stopped, run the upgrade script on the initial node. Do not run the script on any additional nodes. The options you need to include depend on the version you are upgrading to:

    • Version 2019.3 or later:

      sudo /opt/tableau/tableau_server/packages/scripts.<version_code>/upgrade-tsm --accepteula

      where  is the long form of new version you are upgrading to, for example .

      Starting with version 2019.3.0, when you upgrade from 2019.2.x or later, the script runs using the account you are logged in with. If you are prompted, enter your password. For more information, see What's Changed - Things to Know Before You Upgrade. You can specify a different user with administrative permissions using the option and specifying a user with administrative permissions on the computer where the initial node is installed. You will be prompted for the password for the administrative user.

    • Version 2018.1 through version 2019.2.x:

      sudo /opt/tableau/tableau_server/packages/scripts.<version_code>/upgrade-tsm -u <system_admin> --accepteula

      where  is the long form of new version you are upgrading to, for example , and <> is a user with administrative permissions on the computer where the initial node is installed. You will be prompted for the password for the administrative user.

      The option was added as of 2018.1. For more information, see What's Changed - Things to Know Before You Upgrade.

    To see all the options available for the script, use the option. For example: 

    sudo /opt/tableau/tableau_server/packages/scripts.<version_code>/upgrade-tsm -h
  2. After the upgrade is completed, ensure your session is using the updated TSM version by doing one of the following:

    • Use the source command:

    • Exit the terminal session on the initial node and log in again.

  3. Start Tableau Server:

When desired, you can remove Tableau Server on Linux version 10.5 from your server. Unlike most other programs that run on Linux, previous Tableau Server versions are not automatically removed as part of a successful upgrade. To learn more, see Remove Tableau Server from Your Computer.

Sours: https://help.tableau.com/current/server-linux/en-us/sug_upgrade_10_5.htm

Troubleshoot Tableau Server Install and Upgrade

tabcmd Installation Problems

Installing tabcmd separately

tabcmd is automatically installed on the initial Tableau Server node when you install Tableau Server, but if you want to run it on another computer, you need to download and install tabcmd separately. For details, see Install tabcmd.

Problems installing tabcmd on Linux

tabcmd requires Java 8 (also known as Java 1.8) to run properly. On RHEL-like systems, this will be installed as a dependency when installing tabcmd. On Debian-like systems, you need to install Java 8 (1.8) separately if it is not already installed.

Java is not installed

If you see errors similar to this when installing tabcmd, confirm that Java 8 is installed on your Linux computer:

Cannot find 'java' in your PATH. Install 'java' and make sure it is in your PATH to continue.

Incorrect version of Java is installed

If you see errors similar to these, confirm that Java 8 is installed:

Exception in thread "main" java.lang.UnsupportedClassVersionError: com/tableausoftware/tabcmd/Tabcmd : Unsupported major.minor version 52.0

or.

*** Uncaught exception NoClassDefFoundError: javax/xml/bind/JAXBException *** See the logs for the stacktrace.
Sours: https://help.tableau.com/current/server-linux/en-us/trouble_install_upgrade.htm
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9 August, 2019 | Bona Wang

Upgrading Tableau Server on Linux

This week, my colleague was building a dashboard and published it to one of our servers, however the server was on an older version of Tableau, so some of the features were missing. I was then swiftly challenged to try and go learn how to upgrade Tableau Server so we could then upgrade it.

Since I had never upgraded, or even installed a server before I thought it would be a good idea to set up a test environment in which I could install/upgrade Tableau Server before progressing to a live production server.

If you want to skip to the upgrade section click here

Creating the test environment

The first step was to create a backup file of the current live server. I needed to remote (ssh) into the server and then create a backup using the following command:

Here I encounted my first issue

Once the backup file was created I moved the file to my local machine. This was done using secure copy (scp).
The default file path for tableau server backup file is the following:

I was able to move the file using this command

In order to create a test environment I set up a Virtual Machine (VM). Tableau Server’s minimum requirements require 4 cores and 16 GBs of RAM and 15GBs of storage. This isn’t recommended for production servers but for the purposes of testing out the upgrade process this was enough.

Since it was a fresh new installation of Ubuntu18, I ran the following commands to quickly update the operating system in case I needed certain packages.

To install Tableau Server, I downloaded the package from the tableau esdalt site. This resource has the download links for all the previous versions of Tableau as well so it’s very easy to find the version of Tableau needed.

Using and pointing to the URL for the 2018.3 amd64.deb (the same version the server I was trying to upgrade was on) file, I downloaded the package (you could mount a drive and load an image if this is preferred) and then used to unpackage the file.

Unpackaging required this command:

Once this was complete, I then initialised Tableau Services Manager (TSM) using the command displayed on screen:

Here I encountered issue 2

After the tsm was initialised, I logged into the TSM Web UI on my local machine using the url ‘https://<url/ip address>:8850‘ with the Ubuntu log in details
(if this doesn’t work try first then logging in again)

Here I encountered issue 3

Once in the Web UI, this is where Tableau Server is activated, so the Tableau Server product key is input as well as general server settings. The important one here is creating the identity store. This can either be local or active directory but it must be chosen now and cannot be changed later without reinstalling Tableau Server.

For simplicity I selected local authentication. The gateway port can be left at default settings. Then I just clicked ‘Initialize’ and off Tableau went to set up. This part took a while so I went to grab lunch at this point.

After coming back to a screen saying ‘Initialization Complete’ there was just step left before I could go in and check out the server.

This sets up the first user on the server which will be the admin account for the server.

If you followed along, at this step uou can now log in by going to your url/ip address and using the admin log in details.

Finally I validated the server install by installing the PostgreSQL drivers
From the tableau drivers website, find the relevant driver download link (amd.deb file) and use and then to unpackage and install the driver (same as the server unpackaging process). Now the ‘Site Status’ monitoring views should be viewable on the server.

Restoring the backup to replicate the live server

The first step was to move the backup file from local machine to server. This was simply the reverse of the command from earlier:

It’s important that this file is moved to Tableau’s specific directory. By default this should be:
This file path can be checked to be correct by using:

Once moved successfully, was used to stop the server and then the restore command was run:

This restored the instance of Tableau Server from the backup. Once completed, I relaunched the server with .

Here I encountered issue 4.

There were some database drivers that were used on the server which were not installed in the backup, so they needed to be installed onto the server as it was a fresh install. This was the same process as the PostgreSQL driver installation

Server upgrade process

Upgrading the server itself is a relatively straightforward process. However a few precautionary steps should be taken in case of a failure.

Gathering the custom configuration settings of the current server is important in case any of the settings are not transferred over correctly. This includes verifying the TSM certificate’s validity using

Custom non-default ports, timeout values, custom logo images and fonts.
SMTP configuration, SSL, and login authorisation protocols should also be noted.

Some simple numbers about number of users, groups, projects, workbooks, and datasources will make it easy to perform a quick check that everything transferred correctly after the server is updated.

The server also requires some preparation, extract refreshes should be turned off, this is mostly if you have any .tde extracts and are upgrading to a version of server after 10.5 as they will automatically be upgraded to .hyper files. Additionally any subscriptions should also be turned off so that you avoid sending duplicate emails when the server is live again.

From here the steps are similar to the install steps. Using wget and the download link to the version of Tableau Server you want to upgrade to on the esdalt site. Then gdebi to unpackage and install the file. This time the initialize prompt is slightly different.

Here you want to stop the server using tsm stop and then to run the upgrade script.

That’s it, all that’s left is to start the server using and there we have it. An upgraded version of Tableau Server with minimum down time.

Troubleshooting

Issue 1

The first time I ran this command I received an error due to the user I was logged into not having the correct permissions. This was due to the user not being in the required group – ‘tableau’.
This required a simple fix of

Issue 2

I encountered an issue where I couldn’t connect to zookeeper.

Unable to connect to ZooKeeper:
ERROR: TSM services returned status 10

Followed by the following when I reran the initialiser

Failed to enable unit: Unit file tabadmincontroller\x2a.service does not exist

This seemed to be due to a hostname issue which seems to be from ubuntu18 as it likes to change its IP address randomly.

I fixed and changed the hostname using

and then editing the hosts file using

adding the following 2 lines to the top

Issue 3

VM problems. I needed to switch from a private network IP to a public network IP, so I changed the network controller to access the server from my local machine.

Issue 4

Tableau Server acquired the initial user details from the backup so I needed the same admin (initial user) credentials as the live server did. I didn’t have access to this so I used to reset the initial user and then I could set it up again as it was just for my test run. I would not need to do this on the live server.

Useful Links

Tableau Backup Guide
Tableau Install Guide
Tableau Upgrade Preparations
Tableau Upgrade Guide

Contact me

If you have any questions about this process feel free to message me on LinkedIn or Twitter! @bona_wang

Sours: https://www.theinformationlab.co.uk/2019/08/09/upgrading-tableau-server-on-linux/
[Tableau Server] Install and Configure Tableau Server Three-Node HA Cluster on Windows

Upgrade Tableau Server Overview

The articles in this section help you upgrade an existing installation of Tableau Server. They describe the recommended steps of planning and testing before actually performing the upgrade. There's information about best practices, and when you're ready to actually perform your upgrade, steps for upgrading a single node server and a multi-node installation. Where possible, we call out possible pitfalls and help you to avoid these.

Note: If you are looking for documentation about upgrading to a version earlier than 2018.2.0, go to the main Tableau Help web site(Link opens in a new window) and use the Version dropdown to select the version you are upgrading to, then click the help for that version.

Looking for Tableau Server on Windows? See Upgrade Tableau Server Overview(Link opens in a new window).

Choose your upgrade path

Important: Your upgrade steps depend on which version you are upgrading from. When you are ready to actually upgrade, be sure you follow the procedure that applies to your installation:

For instructions on how to determine your version of Tableau Server, see View Server Version.

Other articles in this section

Sours: https://help.tableau.com/current/server-linux/en-us/upgrade.htm

Server upgrade linux tableau

Upgrade Tableau Server Overview

The articles in this section help you upgrade an existing installation of Tableau Server. They describe the recommended steps of planning and testing before actually performing the upgrade. There's information about best practices, and when you're ready to actually perform your upgrade, steps for upgrading a single node server and a multi-node installation. Where possible, we call out possible pitfalls and help you to avoid these.

Note: If you are looking for documentation about upgrading to a version earlier than 2018.2.0, go to the main Tableau Help web site(Link opens in a new window) and use the Version dropdown to select the version you are upgrading to, then click the help for that version.

Looking for Tableau Server on Linux? See Upgrade Tableau Server on Linux(Link opens in a new window).

Choose your upgrade path

Your upgrade steps depend on the version of Tableau Server on Windows you are upgrading from, the version you are upgrading to, and the install location of your existing version. Use the table below to find a link to the steps that apply to your upgrade situation.

Upgrade Type

Note: Special steps are required if you have a pre-TSM version installed in a non-default location and are upgrading to version 2019.4.0 through 2019.4.4 or 2020.1.0 through 2020.1.1.

Determine your Tableau Server version

To see what version of Tableau Server you are running, sign in to Tableau Server and click the information icon ( or ) at the upper right of the Tableau Server window, then click About Tableau Server. Your server version is listed in the About Tableau Server dialog.

Determine your Tableau Server install location

Knowing where your current version of Tableau Server is installed is a key aspect of choosing the right upgrade path. By default Tableau Server versions 2018.1.x or earlier install to . When you uninstall version 2018.1.x or earlier, a backup is automatically created and saved in the data directory. Non-default location installs of Tableau Server version 2018.1.x or earlier use the same location for both the install directory and the data directory. Locate the backup and you have identified both the data directory and the install directory.

Other articles in this section

Sours: https://help.tableau.com/current/server/en-us/upgrade.htm
How to Upgrade Tableau Server Version 2021.2.1

Upgrading from 2018.1 and Later (Linux)

Follow the flow chart and the linked topics to perform an in-place upgrade of Tableau Server.

If you are migrating Tableau Server to new hardware as part of your upgrade, see Migrate to New Hardware.

This topic is part of the Tableau Server in-place upgrade scenario for upgrading from Tableau Server on Linux 2018.1 or later.

Upgrading Tableau Server on Linux from version 10.5 requires special steps that are documented separately. For instructions for how to upgrade from 10.5, see Upgrade Tableau Server on Linux from 10.5.

Support and services to help with Tableau Server upgrades

Tableau Server upgrades require planning and testing. Upgrades are generally done during times when users are not on Tableau Server. If you plan an upgrade over a weekend and anticipate needing Tableau Technical Support, see the Technical Support Programs(Link opens in a new window) information on the Tableau web site. Availability depends on the level of support you have. If you would like Tableau to assist with the planning and upgrading of your Tableau Server installation, see our Tableau Global Services Server Upgrade(Link opens in a new window) page for details.

Other articles in this section

Sours: https://help.tableau.com/current/server-linux/en-us/sug_plan.htm

Now discussing:

Upgrade to Tableau Server 2021.3

Planning an upgrade to Tableau Server 2021.3? Start here!

Know Before you Upgrade

Note: Tableau Server versions 2019.3 - 2020.3 will be ending maintenance early on November 11, 2021. For more information, see this Knowledge Base article. 

Beginning in Tableau Server 2020.4, Tableau Server configured for mutual SSL authentication will block authentication of users with client certificates that use the SHA-1 signing algorithm. Users who attempt to login with SHA-1 client certificates will encounter an "Unable to sign in" error. For more information about responding to this change, see this Knowledge Base article. 

For more information about why this change was implemented, see this Tableau Community post and the National Institute of Standards and Technology Policy on Hash Functions.

To learn more about additional changes and improvements to various versions of Tableau Server, see this Help article.

Troubleshooting Tableau Server

Learn

Overview

Extend the value of your data across your entire organization with Tableau Server. The Tableau Server platform is easy to deploy, scale, and monitor.

New in Tableau Server 2021.3

Start by reading What's New in Tableau Server on Windows | What's New in Tableau Server on Linux
Make sure you check out current guidance before you upgrade:


New for Server or Site Administrators

Tableau Notifications in Slack 

With Tableau for Slack, you can stay up to date on all of your data from anywhere. With our new product integrations, you can now get notified directly in Slack for data-driven alerts, when you are @mentioned in a comment, or when someone shares content with you in Tableau.

Rename Published Data Sources

Rename any published data source directly in Tableau Server and Online from the data source page or by using Tableau’s REST API—just as you would rename a workbook. All workbooks that use the published data source will receive the new name on the next data source refresh.

Explain Data Improvements

Since expanding Explain Data to Viewers on Tableau Server and Tableau Online, we've continued to improve the experience by refining permissions and explanation types. Site administrators now have the flexibility to choose when to enable or disable Explain Data features on their site. We've also added a new explanation type about missing data to help users understand they the values of certain marks are beyond the expected range.  

Improvements to the Data Prep Experience and Tableau Catalog

Work with more visibility than ever. As a part of Tableau Catalog, inherited column and field descriptions will now appear in your web authoring workflow. Get notified about potential data issues by subscribing to new data quality warning (DQW) emails. 

Improved Web Authoring Capabilities

Enjoy answering your most pressing data questions with advanced filters, intuitive drag-and-drop capabilities for moving single legends on your sheets and dashboards, and easily formatting your visualizations and dashboards while authoring in the browser.

ISO-8601 Calendar Support Improvements

We're expanding ISO-8601 support to more and more databases. This release we've added support for the DB2 connector.

Accessibility Improvements

Accessibility for dashboard navigation provides a more consistent and intuitive tab order, improving the keyboard navigation experience for everyone who uses their keyboard to navigate dashboards. Additionally, the full drag and drop capabilities provide customers with more control and flexibility when building dashboards.

Tableau Services Manager (TSM)

As of Tableau Server 2018.2, Tableau Services Manager (TSM) is now available for Windows as well as Linux, and replaces tabadmin. This new web-based server configuration and management application contains a new user experience for server administrators – a command-line interface (CLI) and a web interface (both interact with the new TSM REST API).

For more information about TSM, see the following helpful resources:

Upgrading from Older Versions

Upgrading Tableau Server on Windows from 2018.1 And Earlier Versions

Beginning with 2018.2, please note that the following administration maintenance tasks have changed for Windows:

Installation - The Installation process has changed significantly. Be sure to read the documentation before starting any installation or upgrade.

Upgrade – The upgrade process is new and differs, depending on whether you are upgrading from version 2018.2.x or from a version earlier than 2018.2. Do not upgrade without first reading the procedures for how to upgrade specific to your scenario.

Uninstall - Uninstall works differently now as well. With version 2018.2 and later you do not need to uninstall until after you have upgraded Tableau.

Watch the video Upgrading to Tableau Server with TSM

Upgrading Tableau Server on Linux to 2018.2

  • For Tableau Server on Linux, be sure to follow the detailed instructions outlined in the following Tableau Help article: Upgrade Tableau Server on Linux from 10.5.
  • Important: Failing to follow these steps may display warnings and cancel your upgrade. These extra steps only need to be done once during the upgrade to 2018.2.

Share workbooks and data extracts with other users in your organization using Tableau Server!

Read through the links below for advanced knowledge and details:

Get Help

 

Self-Service Resources
Open a support case. For the fastest possible support, please include the following information:
  •  
  • Screenshots of the issue and any error messages (expanded)
  • How far you were into the upgrade process
  • Server logs
  • Note: you can take a log file snapshot and send it to Tableau Support directly from the Tableau Services Manager UI or CLI.
  • msinfo32.exe system report
  • Best times to call

 

 

Professional Services

Our consultants can accelerate your upgrade and help you unlock the value in your data.

 

All Support

Sours: https://www.tableau.com/support/server-upgrade


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