Storm Migrate: Your Key to a Smooth Tableau Migration Experience
Navigating Storm Migrate: Essential Steps for Seamless Tableau Migration
Executing Storm Migrate: Ensuring a Successful Transition to the New Tableau Environment
Our recent blog, STORM: PLAN, the first essential step for successful Tableau migration gives an overview on engagement stages, key areas focus and key deliverables of “Plan” phase of migration.
Know About STORM for seamless migration
- STORM uses a framework called ”Plan → Migrate → Validate”.
- STORM automates steps in the framework making the migration process fast, consistent, and seamless
- Customers can choose private or public cloud hosting
- The migration is Regulatory compliant
Understanding the Importance of Storm Migrate in Tableau Migration
Essential Components of Storm Migrate: Preparing Your Data for Migration
Testing and Validation in Storm Migrate: Ensuring Data Integrity and Functionality
Executing Storm Migrate: Best Practices for a Seamless Transition to the New Tableau Environment
“Migrate”, is the core step of the “Plan → Migrate → Validate” framework to migrate the Tableau Content to the Cloud.
Data Preparation: Cleaning, Formatting, and Structuring Data for Migration
Testing Strategies: Ensuring Data Accuracy and Functionality Post-Migration
Validation Processes: Verifying Data Integrity and Compatibility with New Tableau Environment
Execution Plan: Implementing Storm Migrate with Minimal Disruptions and Maximum Efficiency
Key feature of migration through STORM:
Validate-Migrate Framework
Validate-Migrate framework allows content tagging, validation of users & permissions, and automated migration with data quality checks.
Progress and Alerts Mechanism
Monitor progress of automated migration and get alerted for errors & warnings.
Workbook Best Practices Checks
Checks for users & groups, extract refreshes, data-driven alerts, subscriptions, views & metrics, site settings and embedded credentials.
Workbook Performance Checks
Automated checks for optimal migration time for content, users and attributes.
STORM allows you to first configure the source and destination connections for migration. The components to be migrated are tagged and validated by STORM for data quality check before migration.
The “Migrate” Phase of STORM helps in migrating following Tableau Components from Tableau Server to Tableau Cloud
- Users
- Groups
- Workbooks
- Data sets (live & extract)
- Embedded data source
- Schedules
- Flows
- Alerts
- Custom Views
Migration for some components like flows, embedded data sources are managed by semi-automated process.
Post Migration, a “Validate” phase performs the quality checks and validates that assets are migrated successfully.
Key Benefits of migration through STORM:
- 65% savings in effort and time by using automation
- Curated portfolio of dashboards and reports
- End-to-end approach takes the worry out of conversion to Tableau Cloud
Below is a sample project plan of the “Migrate” phase, which shares a deep dive overview of the activities involved and re-establishes the importance of this phase.
We, at USEReady, have authored a book to share with you our learnings on Tableau Migration. It has more details on “Migration” Phase which will be helpful in successful Tableau migrations for your organization.
STORM, a Practitioner’s Guide to Migration from Tableau Server to Tableau Cloud has a step-by-step guide for other migration scenarios as well:
- On prem to On prem
- On-Prem to Public Cloud like AWS, GCP
Check out this link https://www.useready.com/publication/storm-a-practitioners-guide-to-migrate-from-tableau-server-to-cloud/ to download your copy of this book.
