Migrating from Tableau Server to Tableau Online

Migrating from Tableau Server to Tableau Online Originally posted at: https://rb.gy/qzmzsu

Tableau Software has been helping organizations visualize and understand data from the beginning. However, with the world shifting towards a more cloud-based world, businesses planning to migrate from Tableau Server to Tableau Online is a crucial and strategic consideration for businesses, especially with the enhancements introduced to Tableau Online in recent years.

However, taking such a move at the organizational level could be pretty daunting, as even a single mistake could lead to your entire Tableau Server license being lost. So, keep reading to know how you can streamline this whole process and make it as safe as possible.

Points to Consider before Beginning  

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Get a complete backup of your Tableau Server.

Get a clear idea of the differences between Tableau Server and Tableau Online. This would help you plan the upcoming challenges to your business.

Ensure that you have an Explorer or higher role assigned on Tableau if you plan to perform this on your server.

Ensure you have ‘View’ and ‘Download/Save a Copy’ workbook permissions for the content you plan to migrate.

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The above point is followed by checking that publishing permissions are enabled for you on the destination site.

From the outset, create your users and groups in the new Tableau Online site.

All these points would make things easier for you later down the line!

Challenges You Would Face 

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You should have an online server. So, if you don’t own any, you would need to lease/buy a server and keep its OS and security system updated.

You might find it difficult to keep up with Tableau’s latest version and thus be unable to use its latest features.

It would be best if you had a trained IT team to manage the networking setup, infrastructure, and upgrades.

A Streamlined Approach to Be Followed

1. Discovery & Design – Audit your current systems and design the future structure of your business with Tableau Online.

– Develop a strategy for your data source publication.

– Make your IT Team develop an environment and architecture to keep up with the changes.

– Take professional assistance in Tableau Bridge setup.

1. Migration – Begin with instantiating Tableau Online projects.

– Set up secured authentication.

– Perform the migration for sites and workbooks.

– Integrate the system with IdP or set up user credentials.

3. Testing – With your key client stakeholder, organize & develop prioritized UAT testing phases.

– Keeping track of comprehensive unit testing.

4. Change Management – Change your management strategy according to the comprehensive user adoption needs.

– Considering real-life scenarios, build training materials for your organizational teams.

5. Go Live with Tableau Online – Build a safe and effective plan for going live.

– Plan to end the deployment phase successfully.

– Keep a maintenance and support model in advance.

Consider Getting All of the Above Things Done in a Hassle-free Way

As a leading Tableau service-providing firm, Uneecops Business Solutions recommends that individuals and organizations of all sizes discuss and develop effective and secured Tableau migration plans and implement Tableau Online with a 100% success rate in their business.

So, if you plan for it, then consult an experienced agency for plans and execution. You can also reach out to us, as our executives are happy to help.