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:

  1. ITS-BIA will review the upgrade in our sandbox prior to planning an upgrade of PROD
  2. Once ITS-BIA has reviewed the upgrade in the sandbox, Tableau Report Developers will be allowed into the sandbox for testing
  3. Allow at least one week for review of the upgrade in the sandbox environment.
    1. Report developers are expected to review new features and test their existing content for any issues.
    2. Issues should be reported to busintel@ucsd.edu with the subject "Tableau Upgrade"
    3. At the end of the week a GO/ROLLBACK determination will be made.
    4. GO – the upgrade is applied to PROD over the weekend.
    5. ROLLBACK – the upgrade is rolled back from sandbox.
  4. Upgrade the PROD environment.
      1. GO determination based directly on your feedback.

Upgrade Testing

Things to look for when testing:

  • Can you sign like a customer would?
  • Can you navigate the environment?
  • Can you open your report?
  • Do the filters work as expected?
  • Do the links within your report work as expected?
  • 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