Upgrade Plan
Tableau releases new features, bug fixes and more several times of year as Tableau Upgrades. It is important for UCSD to upgrade their Tableau environments at least once a year, depending on stability and contents of each upgrade, in order to take advantage of the new capabilities and keep current with security features. ITS-BIA will communicate upgrade contents and schedules via email to the Tableau Community of Practice mail list in Emma. Please email busintel@ucsd.edu to be added to this mail list.
Tableau developer report testing at the beginning of the upgrade is critical to a timely and successful upgrade.
All upgrades for Tableau occur in place. High level, the strategy for all upgrades is:
- ITS-BIA will review the upgrade in our sandbox prior to planning an upgrade of PROD
- Once ITS-BIA has reviewed the upgrade in the sandbox, Tableau Report Developers will be allowed into the sandbox for testing
- Allow at least one week for review of the upgrade in the sandbox environment.
- Report developers are expected to review new features and test their existing content for any issues.
- Issues should be reported to busintel@ucsd.edu with the subject "Tableau Upgrade"
- At the end of the week a GO/ROLLBACK determination will be made.
- GO – the upgrade is applied to PROD over the weekend.
- ROLLBACK – the upgrade is rolled back from sandbox.
- Upgrade the PROD environment.
- GO determination based directly on your feedback.
Upgrade Testing
Things to look for when testing:
- Can you open your report?
- Do the filters work as expected?
- Do the links work as expected?
- Using the upgraded version of Tableau desktop, can you publish to the upgraded environment?
Upgrade Issues
Tableau Error: You do not have permissions to publish to any projects.
Resolution: Ensure that your Tableau desktop version is exactly the same as the Tableau server. KB0033734