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Tableau Online Environment Migrations Using the Content Migration Tool


Published: 18 Mar 2021
Last Modified Date: 17 Sep 2021

Question

How to use the Content Migration Tool to move between Tableau environments, including migrations from:
  • Tableau Server to Tableau Online
  • Tableau Online Sites to Tableau Online Sites (partner and region migrations)
  • Tableau Online to Tableau Server

Environment

  • Tableau Online
  • Tableau Server
  • Content Migration Tool

Answer

Follow the Below Steps for Your Migration Scenario

Migrating From Tableau Server to Tableau Online

Important Consideration: If your environment meets the below criteria, for the best experience migrating your content, we strongly recommend engaging your Account Manager for help determining whether Professional Services should assist with your migration.
  • Multiple Sites.
  • More than 250 data sources and workbooks (combined).
  • More than 100 data sources and workbooks (combined) and require Tableau Bridge to refresh on-premises data.
Note: Tableau Bridge is needed to connect to on-premises databases that are not reachable directly from Tableau Online. See Keep Data Fresh and Use Bridge to Keep Data Fresh for more information.
  1. Contact your Sales Account Manager for assistance creating your Tableau Online site. If needed, your Account Manager can assist with transferring your license subscriptions from Tableau Server to Tableau Online.
  2. Migrate your content using the Content Migration Tool.

Migrating From One Tableau Online Site to Another Tableau Online Site

  1. Contact your Sales Account Manager to create the Tableau Online site in the desired region and to initiate the migration request.
  2. Migrate your content using the Content Migration Tool.
Note: If you would like to keep the same original site name, submit a case to Customer Service with this request after completing the migration.

Migrating From Tableau Online to Tableau Server

  1. Install and configure Tableau Server using the same version which Tableau Online is running. If needed, your Account Manager can assist with transferring your license subscriptions from Tableau Online to Tableau Server.
  2. Migrate your content using the Content Migration Tool.

Download and Install the Content Migration Tool

  1. Go to https://prerelease.tableau.com/key/EnvironmentMigration and login using your TableauID credentials.
  2. Under DOWNLOAD, select Tableau Environment Migrations.
  3. Download and install the application.
  4. Under FEATURES TO TEST, select Tableau Environment Migrations and follow the steps under MIGRATION WALKTHROUGH to activate the tool.

Use the Below Resources for Instructions to Migrate Your Environment

  • Go to the prerelease page, under FEATURES TO TEST, select Tableau Environment Migrations.
  • Follow the instructions under MIGRATION WALKTHROUGH on activating CMT.
  • For detailed product instruction, see the Migration Plan Overview guide.

Additional Information

Notes & Known Issues

FAQ & Troubleshooting

  • What types of content does the Content Migration Tool support? CMT currently can be used to migrate data sources, workbooks, and permissions. The tool supports workbooks and data sources from the previous 8 versions of Tableau (starting from content with the 2018.1 version). Permissions can be migrated even when the source and destination have different usernames, group names, or domains.
  • What types of content are unsupported in the tool? Please see Migration Limitations for unsupported content types and other limitations. Any unsupported content and metadata will need to be migrated outside of the tool manually.
  • The tool is giving me an error when I sign in – what should I do? When you download the tool, if you see a Connection Failure for reason ‘Unknown product version’, you will need to download a new version of the tool that matches your newest deployment of Tableau (if Online, it will be the most recent available version).
  • The tool is giving me a version error – what should I do? If you see the following error: [ERR]: Published data source document version isn't compatible with the destination. This means that content on your source is too old to move with Content Migration Tool. We will improve compatibility going forward. For now, the best workaround download and publish this content using Tableau Desktop.
  • I’m having trouble with the "none" permission – what should I do? The tool currently does not maintain the Permission state of ‘None’ between source and destination, and will instead default to the standard ‘All Users’ group permissions when you use the ‘None’ state. This is a known issue that we are addressing in a future version.
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