Tableau Upgrade to 2020.2.8 - Completed December 11, 2020

Owned by Saparnell
Last updated: Jan 04, 2021

From: Parnell, Sarah <saparnell@ucsd.edu>
To: tableau-developer-l@ucsd.edu
Cc: ITS-BIA <its-bia@ucsd.edu>; Seneviratne, Dee <dseneviratne@ucsd.edu>
Subject: Tableau Upgrade to 2020.2.8
Importance: High

Subject Line:  Tableau Upgrade to 2020.2.8

Good morning,

As many of you are aware, there have been a few Tableau upgrades since our last server upgrade.  We have been monitoring these updates and working behind the scenes to confirm that the versions work properly in our environment. 

We are pleased to announce a plan to move to Tableau 2020.2.8!  You can find information on what’s new in this and previously released upgrades here:

https://www.tableau.com/products/new-features

We will follow our upgrade procedure listed below. 

All upgrades for Tableau Server occur in place. At a high level, the strategy for all upgrades is:

  1. ITS-BIA will review the upgrade in our sandbox prior to planning an upgrade of UCSD Tableau Prod.
  2. Those with Tableau desktop can now upgrade to Tableau 2020.2.8.
    1. You will need your product key and this installation guide:  http://onlinehelp.tableau.com/current/desktopdeploy/en-us/desktop_deploy_download_and_install.htm
    2. You will need the most recent version of Tableau:  https://www.tableau.com/support/releases
  3. Allow one week for review of the upgrade in the Tableau Sandbox environment
    1. At the end of the week a GO/NO GO determination will be made.
    2. GO – the upgrade is applied to the PROD environment over the weekend.
    3. NO GO – the upgrade is postponed until the issues are resolved.


Given that strategy, the plan for the upgrade from 2019.4.3 (current) to Tableau 2020.2.8 is as follows:

  1. Now thru 5:00 PM, Friday, December 4: 
    1. ITS-BIA will review the upgrade in our sandbox where the 2020.2.8 upgrade has already been installed.
  2. 5:00 PM on Friday, December 4: 
    1. A copy of the Tableau Prod content will saved to the sandbox.  This will be ensure report developers can test against current workbooks.
    2. All workbook development teams to begin reviewing content in Tableau Sandbox and test for issues related to the upgrade.
    3. Any issues are to be reported by sending an email to busintel@ucsd.edu with subject line "Tableau upgrade issue".
    4. If an issue is deemed critical, the upgrade of Tableau Prod will be postponed until the issue is resolved.
  3. Friday, December 11
    1. GO/NO GO determination for PROD upgrade will be made.
    2. GO – the upgrade is applied to PROD over the weekend.
      1. This will be the determination if no new issue(s) are found in the upgraded version or if any new issue noted is deemed insignificant enough to move forward.
    3. NO GO – the upgrade to PROD is postponed
      1. This will be the determination only if new issues are found in the upgraded version and those issues are deemed significant.
  4. 5:00 PM on Friday, December 11 (based on GO determination in previous step): 
    1. A backup of the PROD contents will be conducted.  This will be insurance against any unforeseen issue during the upgrade process.
    2. The admin team will perform the upgrade of the PROD and Public environments.


Thanks for being awesome,

Sarah Parnell

ITS-BIA

https://ucsdcollab.atlassian.net/wiki/x/A4C0C 

“I take care of step 1 thru 3 so you can get to step 4 faster. What’s your step 1?” - Sarah