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Thank you for providing your feedback on the effectiveness of the article. For more information, see Tableau Viewer vs. Tableau Reader. Select a specific Server key to open the License Detail page. Continue to create case. How do I assign keys? It is purely a way for you to add additional information to a product key to help you monitor and manage the keys. Welcome; Tableau Public; Tableau User Groups; . If maintenance expires, the software continues to work but the customer loses access to technical support and software upgrades. Login. If you activate a valid Server Interactor key on version 2020.4 or later, the Interactor count is mapped to the Explorer role. Note also that the MAINTEXPdate is also displayed. Note: If you do not see a Sign Out command on the Tableau Server user menu, you must use the sign-out interface provided by your organization's external identity provider (IdP). Click Sign Out on the user menu in the upper-right corner of the page. Browse a complete list of product manuals and guides. Note: As of Tableau Server version 2023.1, LBLM is supported in offline deployments. Sign in to Tableau Cloud. Find answers to common user questions, submit product feature ideas, and get inspired. As a Customer Portal user, go to the Customer Portal. This means the server can support virtually unlimited users (as Explorers or Viewers; the legacy term for these types of roles was interactors). For non-USL product keys, each role is governed by it's own product key. Copy your product key from the Key Name column in the table. For more information, see Getting Started with the Customer Portal. Tableau Public Log in to Tableau Public. The Tableau Customer Portal is managed by your internal Tableau Portal Administrator or by someone in your IT department. In the Tableau Services Manager Web UI, hover over the Type field (or column) to verify if the key is an Updatable Subscription License (USL) product key. On the Customer Portal home page, click on. To create an Individual user, create the user with the Download Only role, then assign key(s) to them by email address. A role-based license allows you to deploy Tableau Server on a single computer or on multiple computers in a cluster.
In the past, Tableau sold access to Tableau Server with perpetual licenses. Get detailed answers and how-to step-by-step instructions for your issues and technical questions. Find and share solutions with our active community through forums, user groups and ideas. Learn how to master Tableaus products with our on-demand, live or class room training. You can also find all available versions. If you are using Tableau Desktop or Tableau Prep Builder without Tableau Cloud or Tableau Server with login-based license management, you need your product key to activate Tableau Desktop and Tableau Prep Builder after the install process is finished. A core-based license imposes no constraints on the number of user accounts in Tableau Server. To create a Group Manager, create the user with the Download Only role, then make them the owner of the specified keys. For more information on Advanced Management and the features included, see About Tableau Advanced Management on Tableau Server. Feature licenses are sold differently than other licenses.Features with independent licenses must be licensed for every user (or all cores) in the deployment. From the Account Detail page, click Add User. Term licensing models See more companies in the Analytics and Business Intelligence Platforms market file_download PDF mail_outline Filter By Core-based license also allows a Guest User account, which is not possible with role-based licensing. Data Management may require resource cores, which specifies the computing power that is used to run flows for Prep Conductor. Finally, fill out the 4 fields that describe your productand the issue scenario: Upload any supporting files you may want to add to your case and click. Step 1: Starting a Case Sign into the Customer Portal using your Tableau username and password. Go to the Product Downloads and Release Notes(Link opens in a new window) page and select Tableau Desktop or Tableau Prep Builder from the list on the left side of the page. In the Tableau Customer Portal, USL licenses display a selected Is USLKey checkbox on the License Detail page or by true in the Is USLKey column on the Licenses tab.
How to view information about all activations and user registrations for your company's Tableau product keys in the Tableau Customer Portal. Copy the product key for the product you are activating. In the output returned by tsm licenses list, a single product key for Data Management is indicated by the DATA MANAGEMENT field, which displays true under the appropriate license. If you are a Tableau Cloud customer or LBLM (Login-based license management) enabled Tableau Server customer, you do not need to manage Tableau Desktop or Tableau Prep Builder product keys. Instead of using product keys, these products are activated when a user with a Creator's license authenticates with Tableau Server. Find answers to common "How to" questions and workarounds to known issues. Complete all or some of the fields in the Customer Information area, then click, On the Home page of the Customer Portal, click. If you never want server sign-ins to be saved, a Tableau Server administrator can change the server settings to disallow connected clients. Four types of role-based term licenses are available: Display, Viewer, Explorer, and Creator. Tableau Sites are required to use Multi Factor Authentication and enforcement is coming soon. USL licenses and Server ATR activations do not require refreshes to obtain these changes. Keep this key ready and secure.
Subscription licenses are either role-based or core-based subscriptions. User roles were set by the administrator only as a means to manage access to content and server configuration. <% } %> Tableau offers role-based term licenses that grant a range of capabilities at various price points. Select the role and permissions you want to assign to the user. To verify the license contact Customer Success(Link opens in a new window). When an update to capacity or functionality is purchased with a non-USL product key, the Tableau Server Administrator can activate these additional product keys. Type your user name and password, and
You can find the Tableau Desktop and Tableau Prep Builder installers on the Product Downloads and Release Notes(Link opens in a new window) page, and if you are a Tableau Customer, on the Customer Portal(Link opens in a new window) page. <% } %> Review the suggested resources from Tableau's online Help and Knowledge Base. Learn more about the benefits of our Technical Support programs. Find and share solutions with our active community through forums, user groups and ideas. However, core licensing does not include Creator seats on the server (those site roles will be greyed out when adding users). Enter the name or address of your Tableau server, and then click . Available online, offline and PDF formats. The Tableau Customer Portal is managed by your internal Tableau Portal Administrator or by someone in your IT department. On the Tableau Server landing page, select the sign-in option that applies to you, enter your user name and password, and then click Sign In. How do I get access to the customer portal? Browse a complete list of product manuals and guides. If you receive a message window to begin a trial of Tableau Desktop, use the 'Activate Tableau' hyperlink which appears next to the text, Have a product key?, at the top on the window. Tableau.com . Click here to return to our Support page. . Note: If you sign in via a web browser, it must be configured to allow first-party cookies. <%= TableauCoveoHelpers.getResultMetadata(raw) %> <% } else if (clickUri.indexOf('.tableau.com') === -1) { %> To remove all of your existing server connections, click Help > Settings and performance > Clear saved server sign-ins. How to Change the Email Address that Was Entered Upon Registration of Tableau Desktop. Tableau Cloud customers and new Tableau Server customers with LBLM enabled, are not issued Tableau Desktop or Tableau Prep Builder keys. The Case Administrator permission allows users to view and manage any Support cases submitted via the portal, including the user's own cases and those submitted by other portal account users. All Rights Reserved, Not finding what you need? Sign out shows you are signed in as. For more information about licensed processes, see Licensed processes. View all results for "" Once open, the Default View can be sorted by clicking the table headers. Answer. TSM administrator accounts do not require licenses. To create a Support Only user, create the user with the Download Only role, then do not assign any keys to them. To later sign in using your normal credentials, select Server >Switch to Self. Tableaus term license model is defined by the metric that permits use of Tableau Server. You no longer need to activate multiple licenses and product key(s) for different features and their associated roles. Enter the name or address of your Tableau server, and then click Connect. Published: 12 Feb 2016 Last Modified Date: 09 Dec 2022 Question How to send large files to Tableau Technical Support. 2003-2023 Tableau Software, LLC, a Salesforce Company. Learn how to master Tableaus products with our on-demand, live or class room training. Tableau Public is a platform where you can explore and share data visualizations online. Learn how to master Tableaus products with our on-demand, live or class room training. In Tableau Desktop, select Server > Sign In. You can see the server and site you are signed into, as well as who you are signed in as, in two places: The Server menu shows the server and site that you are signed in to. Note: This example does not show any actual keys. Click here to return to our Support page. The Tableau Community Forums is a place to get your Tableau questions answered, collaborate with others and a space to help you get the most out of Tableau. After reading Tableau's privacy statement, you will be asked to fill out the. In the output returned by tsm licenses list, the TYPE field describes the user license metric. Visit the Tableau Customer Portal to obtain an updated subscription product key and perform a new activation. Available online, offline and PDF formats. For more information, contact your administrator. If a USL license has been updated to change functionality, features, or role counts, no additional product keys will be issues or need to be activated. After you download and install the product, you will need to activate the product. From the top menu, click Help > Manage Product Keys. Perpetual licenses were either sold for a specific number of users, called interactors, or for a specific number of cores: Interactor licensing is a named-user model where customers purchased licenses by the seat, similar to current role-based licensing. Find and share solutions with our active community through forums, user groups and ideas. <% } else { %> Everything will be handled by the Server ATR service. Customer Service How can we help? Let's say I am showing Sales by Years as a barchart with region in colors, and I have product caregory in filters. Keep this key ready and secure. Tableau Server Advanced Management is licensed on a per deployment basis, which may be role-based or core-based. A list of suggested resources will be presented to you. Understand if you have been assigned an Updatable Subscription License (USL). Open your existing version of Tableau Desktop or Tableau Prep Builder. Check if your spelling is correct. Need more help with your issue or error?
For USL product key(s), one product key is activated that contains all roles and features.
For content publishing in a core-based organization, one of the following must be purchased: In the output returned by tsm licenses list, the TYPE field will display the number of cores that are licensed. Be aware that this setting also affects other Tableau clients like Tableau Mobile. In Tableau Desktop, select Server > Sign In. Server Admin. Quickly improve your Tableau skills through classroom learning, live-online training, and free videos. Tableau Sites are required to use Multi Factor Authentication and enforcement is coming soon. You no longer need to add new licenses or replace existing ones. Licensed users could be Server admins, Site admins, Publishers, Interactors, or Viewers. The blurred area at the bottom shows where your key would be listed. If you have Tableau Server with login-based license management, you can activate by signing in to Tableau Server. Click on a product key to see more details, including license and registration history. Customer Stories; Events Toggle sub-navigation. This option is only available for Tableau Server sites. To access content on Tableau Server or Tableau Cloud, sign in via Tableau Desktop or a web browser. Sign in from Tableau Desktop Tableau Server. Note: If you have trouble signing in to the Customer Portal page, or if you need help retrieving your product key, contact Customer Service(Link opens in a new window) and provide your name, company, phone number, and email address. Deployments should be a coterminous collection of seats which are installed together as either an internal or external set of products. <% if (raw.commonbreadcrumb2url) { %> Adjust your search questions as needed. The software has not been opened since activation, leaving a pending registration request. After this token is in place, you can access the server directly, without having to sign in. A table opens, listing any product keys assigned to you. Begin typing a the issue, error, or keyword so we can identify the best solution method. The organization makes visualizations available to its clients in a secure portal, where clients log in to manage their account and view the results. For more information, see Login-based License Management. How do I create a Tableau account? How to add users to customer portal: https://kb.tableau.com/articles/howto/manage-users-in-the-customer-portal If you are a Partner If a coworker or your buyer forwarded you an email with an activation link If you do not know an admin and neither does your IT department You can post to Tableau Public from Tableau Desktop, Tableau Server, or Tableau Cloud. Identify what add-ons are enabled such as Login-based License Management or Advanced Server Management. Type the user's first name, last name, and email address. Click the appropriate link to download the installer for your product and operating system. Tableau Known Issues have moved to https://issues.salesforce.com. Login-based license management (LBLM) simplifies licensing for Tableau Desktop and Tableau Prep Builder. Instead, the license specifies the maximum number of computer cores on which you can run Tableau Server. Note: Tableau Server Administrators will always consume the highest role available. Customer Success with Tableau Customer Story: Tinuiti Marketing agency, Tinuiti, combined data from more than 100 sources in Tableau Prep and scaled marketing analytics for its 500 clients. The table shows a row for each keythat you manage and includes the registration information and any end user information youve added. Either click a visible site name or search for a name to select from a list of matching sites. You must purchase a Creator term license, also called a Creator subscription license, in order to use login-based license management with Tableau Desktop or Tableau Prep Builder. Step 2: Search for Existing Resources Type your question into the search bar, and press Enter. Copy your product key from the Product Key column in the table. If Elearning was also purchased, the code or key will appear under the Licenses tab of the Customer Portal.New purchases for individuals and personal use will not need to manage users in the Tableau Customer Portal but on the Tableau Cloud site and this article will not apply. Try these tips and tricks. "data visualization". Get the support you need with Tableau Training, Certification, product support and consulting services. Your original product keys have not been renewed, and should no longer be used in your deployment. Hi there, yesterday I purchased Tableau Creator for the sole purpose of using Tableau Desktop. From the Account Detail page, select the Portal Account User(s) who you want to remove. You can also post to Tableau Public from Tableau Desktop, Tableau Server, or Tableau Cloud. To learnmore about how to search efficiently, see this. We have a special webinar dedicated to this topic thats offered in all time zones. In Tableau Desktop, select Server > Sign In. Need to purchase additional Tableau licences? For more information about license types, see User-Based licenses(Link opens in a new window) in the Tableau Server help. Click Server > Sign out to clear your sign-in credentials for the current connection. Open your existing version of Tableau Desktop or Tableau Prep Builder. Select the orange Get Help button. To get the Tableau Desktop Public Edition installer: To access the Tableau Public environment, you will need to create a profile. If one of the suggested articles resolved your problem, click, If not, you now have the option to either go to the, Technical Support case - Technical help with a Tableau product, Customer Service case - Help with account information or user access, Customer Success case - Help with licensing and renewals, Add as much information as possibleinto the. This will be the key that should be activated in a disconnected environment.
For Mac, follow the steps in the article below: How to Change the Email Address Associated with the Product Key in Customer Portal in Mac Les clients ont jusqu'au 26 juillet 2020 pour commander les produits concerns. You can view all keys, keys for a specific product, or view keys based on whether they have current subscription terms. When installing a new version Tableau Desktop, make sure it's compatible with Tableau Server. In the perpetual license model, customers pay a maintenance subscription that is renewed annually. End users are uniquely identified by the account they use to access the portal; this determines the number of User-Based Embedded Analytics Server licenses. Perpetual licenses are no longer available. Learn how to master Tableaus products with our on-demand, live or class room training. If you continue to activate Tableau Desktop and Tableau Prep via product keys, this information will be helpful when adding, editing, or removing a user. Although these licenses are no longer available, some customers use this licensing arrangement. A Deployment represents a named collection of licenses that are intended to be used (or stacked) in the same Product Environment for Tableau Server or the seats and features that are part of the same Tableau Cloud site. Thank you for providing your feedback on the effectiveness of the article. Note: Embedded Analytics licenses cannot be used in the same environment as full-use licenses. Browse a complete list of product manuals and guides. In the output returned by tsm licenses list, a single product key for Advanced Management is indicated by the SERVER MANAGEMENT ADD-ON field, which displays true under the appropriate license. If you have access to multiple sites, select the one you want to use. For more information, see Authentication for Connected Devices(Link opens in a new window) in the Tableau Server Help. This video will show you how to assign and manage your Tableau assets. From the Account Detail page, select the Portal Account User(s) whose role you want to change. Applies to: Tableau Cloud, Tableau Desktop, Tableau Server, Help > Settings and performance > Clear saved server sign-ins, If you are signing in to Tableau Cloud or registering for MFA for the first time, see. Ensuring a Technical Point of Contact is assigned for your portal account will allow Tableau to contact the correct audience for critical or important functionality issues with Tableau productswhen they arise. For Updatable Subscription Licenses (USL), your product key does not change in the UI or Tableau Customer Portal. Now I want to show this worksheet only if exactly . A subset of processes is considered "licensed processes." Answer Please review the content below as it may contain the information needed to resolve your issue. Servers with core-based licensing arerequiredto purchase at least fourResource Cores. At the top of the Welcome to the Customer Portal page, click Licenses. Not all processes installed with Tableau Server impact the calculation of total number of cores used. Security disclosures may also be found on Tableau's Security Bulletinspage or Salesforce's Security Advisoriespage. Type your question into the search bar, and press Enter. In order to manage users in the Tableau Customer Portal, you must be assigned the Administrator role. I would like to automate the task of reassigning desktop keys for inactive users, are there customer portal REST APIs which I can use to accomplish this?

When viewing product keys using tsm licenses list ( Tableau Server ), or in the Tableau Customer Portal ( Tableau Desktop and Tableau Prep Builder ), note the product specific prefixes. Learn how to master Tableaus products with our on-demand, live or class room training. An updatable subscription license, enables you to consolidate licenses and update your Tableau Servers using a single product key. Thank you for providing your feedback on the effectiveness of the article. For USL product key(s), one key has all roles and features which is reflected in TSM.