where we need to migrate old tableau server to new company which will be migration approach whether we go with server image copy or fresh installation.
From my understanding and experience you would need to create a brand new installation and configuration, then import the settings from the old server and migrate all your projects and dashboards. This can all be done by script, with the following caveats:
- in order to successfully migrate via script all projects and dashboards must exist in the new site with identical permissions configured
- all users that exist in the old installation must exist in the new installation
- Only one site can be exported/imported at a time
The caveats above mean that the process is still labor intensive but only until you get the projects and users matching the origin installation.
Here are the notes I saved from when I had to migrate to a new installation four years ago.
Confirm the configured export path
==================================
tsm configuration get -k basefilepath.site_export.exports
Confirm security is correctly configured
========================================
tsm configuration get -k service.runas.username
(See
for pics on what is correct)
Export the site (can only do one at a time)
===========================================
tsm sites export --site-id <SITE_NAME> --file <FILE_NAME>
Always exports to here (Cannot change)
======================================
C:\ProgramData\Tableau\Tableau Server\data\tabsvc\files\siteexports\
Import Command
==============
tsm sites import -f exported/site/file -id MySite
tsm sites import --site-id Demo --file Demo_PROD_04022020.zip
tabcmd syncgroup "<name of AD group>" -s "http://<FQDN_of_Server>:8000" -t "Demo" -u <domain account>
Best of luck to you!
Sean Perch
