Frequently Asked Questions

Tableau Migration Platform is an enterprise-grade automation solution that migrates Tableau Server deployments to Tableau Cloud with 99.9% accuracy and 10x faster than manual processes.

It handles all content types (workbooks, datasources, projects, users, groups, flows, schedules, subscriptions), preserves permissions, and provides real-time monitoring throughout the migration.

Tableau provides basic export/import capabilities, but doesn't handle:

• Automated dependency ordering (flows before datasources, projects before workbooks, etc.)
• Bulk permission preservation across thousands of items
• Real-time progress monitoring with WebSocket updates
• Pre and post-migration validation checks
• Rollback capabilities if issues occur
• Workflow automation via N8N nodes

We built this for enterprises migrating 1000+ items where manual processes break down.

All major Tableau content types:

• Workbooks (published and personal)
• Datasources (published extracts and live connections)
• Projects (with hierarchy preservation)
• Users and Groups
• Tableau Prep Flows
• Schedules (extract refresh and subscription)
• Subscriptions (email and Slack)
• Custom Views
• Permissions (all hierarchies and inheritance)

Yes! We have a "demo mode" that simulates migrations without any credentials. Perfect for:

• Testing the user interface and workflow
• Understanding migration reports and validation
• Training team members
• Evaluating the platform before connecting production systems

Demo mode is available on all pricing tiers including the free Starter plan.

Source (Tableau Server): 2019.4 and newer (API version 3.5+)

Target (Tableau Cloud): All current versions

We use Tableau's REST API, so any Tableau Server version with API support is compatible. We recommend API version 3.21 or later for full feature support including flows and advanced permissions.

Our intelligent dependency analyzer automatically determines the correct migration order:

1. Projects (parent → child hierarchy)
2. Users (owners must exist before content)
3. Groups (for permission assignment)
4. Flows (may be referenced by datasources)
5. Datasources (required by workbooks)
6. Workbooks (depend on datasources)
7. Custom Views (depend on workbooks)
8. Schedules (for refresh timing)
9. Subscriptions (depend on workbooks/views)

This ensures no migration fails due to missing dependencies.

The platform includes robust error handling:

• Automatic retry: Transient failures (network issues, API rate limits) are retried with exponential backoff
• Continue on error: Migration continues for other items even if some fail
• Detailed logging: Full error details with stack traces for debugging
• Resume capability: Failed items can be retried individually without re-migrating successful items
• Rollback (Professional+): N8N workflow nodes support automated rollback procedures

Every migration generates a detailed report showing success/failure per item.

Migration time depends on content volume and batch configuration:

• 100 items: ~15-30 minutes
• 500 items: ~1-2 hours
• 1,000 items: ~4 hours
• 5,000 items: ~18-24 hours

These are estimates. Actual time varies based on:

• Workbook/datasource file sizes
• API rate limits from Tableau
• Network latency between source and target
• Batch size configuration

Professional and Enterprise plans support larger batch sizes for faster migrations.

Yes, with Professional or Enterprise plans. Options include:

• N8N scheduled workflows: Use cron expressions to schedule migrations (e.g., every weekend)
• API-triggered migrations: Integrate with your CI/CD pipeline
• Event-based triggers: Start migration based on external events (e.g., after Tableau Server upgrade)

Example: Schedule incremental migrations every Sunday at 2am to keep cloud environment in sync.

Often, yes. Tableau Cloud may require different connection strings than on-premises:

• Database servers: May need publicly accessible endpoints or VPN
• File paths: Local file paths won't work in cloud (migrate to published datasources)
• Authentication: May need to switch from Windows Auth to database credentials

Our platform migrates the content structure unchanged. Connection string updates are typically done in Tableau Cloud after migration using Tableau's "Edit Connection" feature.

Enterprise customers can request custom connection string mapping as part of white-glove onboarding.

An item is any individual piece of content migrated:

• 1 workbook = 1 item
• 1 datasource = 1 item
• 1 project = 1 item
• 1 user = 1 item
• 1 group = 1 item
• 1 flow = 1 item
• 1 schedule = 1 item
• 1 subscription = 1 item

Example: Migrating 50 workbooks + 20 datasources + 10 projects = 80 items total.

Permissions are not counted separately (included with their parent content).

Yes, we offer two ways to try the platform:

1. Starter Plan (Forever Free):

• Up to 100 items per migration
• No credit card required
• No time limit
• Demo mode included

2. Professional Trial (14 days):

• Full access to Professional features
• Up to 2,000 items
• N8N workflow nodes
• Real-time monitoring
• Email support

Enterprise customers receive custom POC environments with dedicated support.

Migrations will pause when you reach your monthly limit. You have several options:

• Upgrade plan: Instant access to higher limits (prorated billing)
• Wait for reset: Limits reset on your monthly billing date
• Purchase overages: $0.50/item for Professional tier (contact sales for Enterprise)

We'll send email alerts at 80% and 100% of your limit.

Yes! Annual Professional plan pricing:

• Monthly billing: $499/month = $5,988/year
• Annual billing: $4,990/year (save $998 / ~17% discount)

Annual plans include:

• 30-day money-back guarantee
• Priority support queue
• Quarterly success manager check-ins

Enterprise plans include custom annual agreements with volume discounts.

Monthly plans: Yes, cancel anytime. No cancellation fees. Prorated refunds available for unused portion.

Annual plans: 30-day money-back guarantee. After 30 days, refunds calculated based on unused months minus 17% annual discount.

Enterprise contracts: Terms negotiated in master service agreement.

Your data and migration reports remain accessible for 90 days after cancellation.

We take credential security extremely seriously:

• Secure environment variables: Credentials managed via environment variables and secure configuration
• Encryption in transit: TLS 1.3 for all API communications
• Personal Access Tokens: We recommend PATs instead of passwords (no password storage needed)
• Credential scoping: Credentials only accessible to your organization
• Automatic cleanup: Credentials removed after migration completion (configurable)

Enterprise customers can deploy on-premises to keep credentials entirely within their infrastructure.

We're building an enterprise-grade platform with security as a priority:

• Production-ready infrastructure: Battle-tested deployment architecture
• Security best practices: TLS 1.3, secure credential management, comprehensive logging
• Migration validation: Pre and post-migration integrity checks
• Event tracking: Complete migration event logging
• Permission preservation: All Tableau permissions maintained during migration

Compliance roadmap:

• SOC 2 Type II certification (Q4 2025)
• ISO 27001 certification (Q2 2025)
• GDPR data processing agreements (available on request)

Enterprise customers can deploy on-premises for complete data sovereignty.

The platform accesses Tableau content metadata and files, but data access depends on content type:

Always accessed:

• Workbook .twbx files (for migration)
• Datasource .tdsx files (for migration)
• Flow .tflx files (for migration)
• Project structures and names
• User and group membership
• Permission settings

Never accessed:

• Underlying database data (we only migrate Tableau content, not source data)
• User passwords (we use APIs with PATs or session tokens)

For extract datasources (.hyper files), the extract is migrated as-is without reading the data inside.

Yes, on-premises deployment is available for Enterprise customers. Options include:

• Docker Compose: Single-server deployment with all components
• Kubernetes: Multi-node deployment for high availability
• VM images: Pre-configured virtual machine images (VMware, Hyper-V)

On-premises deployment includes:

• Installation support from our team
• Access to all platform features
• Air-gapped operation (no internet required)
• Your own database and infrastructure

Contact sales for on-premises licensing details.

Source (Tableau Server):

• Site Administrator role (to access all content)
• Or: Server Administrator (for multi-site migrations)

Target (Tableau Cloud):

• Site Administrator Creator role
• Permissions to create projects, publish content, manage users

We recommend creating dedicated "migration" service accounts with these permissions rather than using personal accounts. This provides better audit trails and can be revoked after migration.

Minimum permissions guidance available in our documentation.

Support varies by plan tier:

Starter (Free):

• Community forum access
• Documentation and knowledge base
• Self-service troubleshooting guides

Professional ($499/mo):

• Email support (24-hour SLA)
• Priority documentation access
• Bug fix priority
• Feature request consideration

Enterprise (Custom):

• Phone + Slack support (4-hour SLA for critical issues)
• Dedicated success manager
• White-glove onboarding
• Quarterly business reviews
• Custom feature development (negotiated)

2025 Q2:

• Power BI migration support (Power BI Service → Power BI Service)
• Advanced conflict resolution UI
• Incremental migration (sync changes only)

2025 Q3:

• Looker/Looker Studio migration support
• Multi-region cloud deployments
• AI-powered migration optimization

2025 Q4:

• Terraform provider for IaC workflows
• GraphQL API for advanced integrations
• Cross-platform migrations (Tableau → Power BI)

Roadmap influenced by customer feedback. Enterprise customers get early access to beta features.