Create an image of Instance of the server, backup_tableau-1_24082018
Connect to tableau servers with ssh and login TSM on the command line.
tsm login -u XXXXX (which is your admin tsm user)
Perform a Full Backup and Restore of Tableau Server
There are two types of backup data that Tableau Server can generate. We recommend performing regular backups of each type in case you must restore a server in a recovery scenario:
1 – Repository data: Tableau Server data consists of the Tableau PostgreSQL database or repository, which contains workbook and user metadata, data extract files, and site configuration data. When you use TSM to create a backup, all of this data is saved in a single file with a .tsbak extension.
tsm maintenance backup -f tableau_server<version>.tsbak -d
2 – Configuration and Topology data: includes most of the server configuration information required to fully recover a server. SMTP, alerting, authentication, are all examples of configuration data that are exportable for backup. Topology data defines how your Tableau Server processes are configured in both single-server and multiple node deployments.
tsm settings export -f configuration.json
Start to Upgrade
1 – Log on as a user with sudo access to the computer you are upgrading.
Download which version you want to get on Tableau Web site:
2 – Use the package manager to install the Tableau Server package
2.a) sudo gdebi -n tableau-server-2018-2-0_amd64.deb
3 – After you have installed the new package on every node in your cluster
3.a) tsm stop
4 – With Tableau Server stopped, run the following command on any one node.
4.a) sudo /opt/tableau/tableau_server/packages/scripts.20182.18.0627.2230/upgrade-tsm –accepteula -u XXXXX (which is your admin tsm user)
5 – The upgraded Tableau binary directory will be added to PATH for new shells. To get the updated path, either start a new session, or for bash users run:
5.a) source /etc/profile.d/tableau_server.sh
6 – Start Tableau Server:
6.a) tsm start -u XXXXX (which is your admin tsm user)
Confirm that everything works as expected, these are some areas of testing to consider:
Sign in to Tableau Server as a server administrator, and then open the Server Status page to confirm that all services and processes are running as expected (including on all additional nodes if this is a distributed installation).
Confirm that Tableau Server users can sign in. Test your normal user sign in process. Have some of your users participate in the testing to make sure they are able to sign in as expected, and that they can get to the same content that they have access to in your production environment.
Publishing workbooks and data sources:
Have users publish workbooks and data sources from Tableau Desktop to make sure this goes as you expect.
Viewing published workbooks:
Have users who are familiar with the content try to view published workbooks to make sure they appear as expected. Test views embedded in web pages (for example, in SharePoint pages).
Subscriptions and extract refreshes :
Manually run some extract refreshes to confirm that they complete successfully. Run some key scheduled extract refreshes to confirm that they complete as expected.
Confirm that permissions are still set as expected for users and content.
Command-line utilities and APIs. If applicable, test the command line utilities (tsm and tabcmd) and programmatic access via APIs.
tsm status -v if something going wrong try to figure out tsm restart command.
If tsm is not started try to check logs with below command;
The upgrade log, app-upgrade.log, is located in /var/opt/tableau/tableau_server/logs