The Cloud Migration App for Small Deployments is an open-source application based on the Tableau Migration SDK that allows administrators to copy content and users from Tableau Server to their Tableau Cloud site with ease. Created to simplify the migration process for Tableau admins with smaller deployments, this tool supports essential content transfers such as workbooks, users, groups, and more, providing a straightforward solution to make the transition to Tableau Cloud smoother.
The Cloud Migration App for Small Deployments is built to meet core migration needs in the following areas:
For more details on how to best prepare for your migration, see SDK pre-migration checklist.
The Cloud Migration App for Small Deployments is ideal for specific use cases. To experience a smooth migration, we recommend administrators make sure their needs are addressed by the tool.
The following are situations in which the tool may not be the best fit:
If you’re a large organization or have additional needs not supported by the app, refer to the Tableau Cloud Migration page to learn more about additional resources available to support your migration.
After confirming the Cloud Migration App for Small Deployments meets your needs, you’ll only need a personal system (Windows or MacOS) to run it. To download the app, follow the instructions on the app's page.
You’ll start by providing the web addresses (URLs) of your Tableau Server and Tableau Cloud Site, along with your authentication credentials (Personal Access Token Name and Secret).
You also have the option to specify mappings between Tableau Server usernames and Tableau Cloud usernames. This is helpful since Tableau Cloud, unlike Tableau Server, requires usernames in the format name@domain
. A file with username mappings can be used, or the app can apply a default domain name to any usernames not listed in a mapping file.
To initiate the migration, simply click the Run Migration button. A window below the button displays progress in real time, and a log file will be generated for reference. Once migration is complete, all selected content should be available in your Tableau Cloud site. We highly recommend reviewing all workbooks and content post-migration to confirm everything operates as expected.
For administrators who may have large content sets or limited time to manually verify the migration, our trusted partner Wiiisdom offers an automated solution to verify workbooks quickly and efficiently.
We’re excited to make the transition to Tableau Cloud more accessible than ever with the Cloud Migration App for Small Deployments—and we are here to support you every step of the way.
If you’re ready to get started, contact your account representative or visit the app's page. We hope you enjoy a seamless migration and we look forward to seeing what you create in the cloud!