What should be done before upgrading to a new version of Tableau Server?

Backing up Tableau Server before upgrading to a new version is a critical step to ensure that all configurations, workbooks, data sources, and permissions are preserved in case any issues arise during the upgrade process. The .tsbak file contains all necessary backup information, making it an essential safety net that allows administrators to restore the server to its previous state if needed.

By backing up and storing the backup file securely—preferably on an external computer—administrators mitigate the risks associated with potential data loss or failures that could occur during the upgrade. This proactive measure is part of best practices for managing server upgrades and maintaining the integrity and availability of data.

The other options do not emphasize the necessary precautions required for a smooth upgrade process. Directly installing a new version over the old one without a backup is risky, as issues could cause loss of data or configurations that are not recoverable. Deleting existing backups to save space compromises the ability to restore the system if the upgrade fails. Notifying users about scheduled downtime is important but is a separate consideration from the operational requirements necessary for safeguarding the server before an upgrade.