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:

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