However, sometimes Tableau introduces new connector support with a maintenance release. In most cases, there are no compatibility issues with maintenance release versions.Follow the steps in this Tableau Help article on how to do this.īottom line: stay inside the same minor release (nnnn.n) to keep compatibility easy. Secondly, decide if you want to downgrade your Tableau Desktop version or export your workbook to a previous version. The version number is displayed at the top of the dialog. Open Desktop, select Help > About Tableau from the top menu. You can publish workbooks and data sources to Tableau Server if the version of Tableau Server is the same or newer than the version of Tableau Desktop.įirst, identify which version of the Desktop you are using. For instance, if your run Tableau Server version 2021.1.5 then Tableau Desktop version 2021.1.3 is compatible where 2021.2.1 is not. There are no compatibility issues between Tableau Desktop and Tableau Server maintenance releases (nnnn.n.n) within the same version series. Compatibility issues typically arise only between release versions of Tableau products. The major (nnnn) and minor (nnnn.n) versions do not match between Tableau Desktop and Server. Bellow an example of a common version compatibility error: Environment When publishing to Tableau Server using a newer version (nnnn.n) of Tableau Desktop. Using this blog, we discuss some Frequently Asked Questions (FAQ). That’s why we are the only partner who gives support totally for free. Support is key when working with software solutions. Start at Prepare for the Upgrade - Pre-tsm.As a partner of Tableau, Alteryx, and Snowflake we offer our customers fast and above all qualitative support. If you are upgrading a version of Tableau Server from 2018.1 or older, your upgrade will require additional steps. Upgrading From Legacy Versions of Tableau Server Talk to your account executive about whether Tableau Cloud is right for your organization’s needs. With Tableau Cloud, Tableau performs the upgrades for you. See Upgrade Tableau Server and Troubleshoot Tableau Server Install and Upgrade Easiest: Tableau Cloud But some upgrade issues may require a clean install and restore from a backup to resolve. Tableau Server’s checkpoint/restartable upgrade process can be used to recover from many errors causing upgrade failures. Middle Ground: Tableau Server in-place upgrade Tableau recommends using a blue/green approach for upgrading to organizations where Tableau Server is mission-critical. Many customers who are willing to invest resources to maximize upgrade reliability and minimize risk of business impact use a blue/green approach to upgrading their enterprise applications, including Tableau Server. Most Reliable: Tableau Server blue/green upgrade There are several approaches to upgrading to a new version of Tableau Server. Plan change management to support and align with your analytics strategy: Tableau Blueprint - Upgrade Planning 2020.4, 2021.2) you are upgrading to, Tableau recommends installing the most recent maintenance release available for that version (e.g. Known issues - what issues are we currently fixing?Ĭhoose a recent maintenance release - whichever version (e.g. If you are upgrading across multiple versions, use this resource to identify the new features and changes in all versions between your current version and the upgrade target. What new features were introduced? What significant product changes have occurred? (Be sure to expand the “What’s Changed” section.) This information should guide your change management and testing.įeatures Introduced in Previous Versions of Tableau Server. What’s New and Changed in Tableau Server. Release Navigator is on Tableau Public - you can also download and customize it for your use cases. Perform impact analysis and plan change management for an upgrade with data on major new features and product changes delivered between your current and next versions.Filter and compare Desktop, Server, and Prep features by release.Understand what version of Tableau is right for your deployment.Reference Materials Toggle sub-navigation.Teams and Organizations Toggle sub-navigation.Plans and Pricing Toggle sub-navigation.
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