1. New purchase or new deployment

Thank you for your purchase.

A. Tableau Desktop (Creator Desktop, Professional, Prep Builder)

Detailed download and installation steps can be reviewed here: Install Tableau Desktop.

Start using Tableau with these learning resources:



B. Tableau Server (role-based subscriptions, core, embedded analytics, commercial site licence, Interactor)

Detailed download and installation steps can be reviewed here: Activate and register Tableau Server

For additional information, please see the following resources:

Start using Tableau with these learning resources:



C. Tableau Online (role-based subscription, Interactor)

Getting started with Tableau Online

You will receive an email with instructions on how to activate your site. Here are some resources to help you get your site set up and start using Tableau Online:

Converting your Tableau Online trial site into a paid subscription
After processing your order, your Tableau Online trial site will be converted into a paid subscription term.

  • You may sign in to your existing site at https://online.tableau.com
  • PLEASE NOTE: If at the time of your purchase the trial user count exceeds the number of allowed paid users for your site, the site will be automatically updated to have the administrators and most recently logged in users retain access to the site
  • Your official subscription term is effective for the time period indicated in your order
  • For full details on how to manage your Tableau Online user rights, please see: Licences and user rights

For additional information, please see the following resources:

  • Understand how your team is using Tableau Online. Learn about admin views.
  • Learn how to skip Tableau Desktop and build views directly on the web.
  • Set up a secure connection to your data behind a firewall with Tableau Bridge.



D. Data Management Add-on

Tableau Prep Conductor and Tableau Catalog are licensed through the Data Management Add-on. Tableau Prep Conductor is supported only on Tableau Server versions 2019.1 or later.

Getting started with the Data Management Add-on

Detailed download and install steps can be reviewed here: Enable and configure Tableau Prep Conductor on Tableau Server

For additional information, please see the following resources:



E. Server Management Add-on

The Tableau Server Management Add-on is a separately licensed add-on to Tableau Server which will provide enhanced security, manageability and scalability capabilities for Tableau Server.

Getting started with the Server Management Add-on
Detailed download and install steps can be reviewed here: About the Tableau Server Management Add-on

2. Additional deployment capacity

A. Tableau Desktop (Creator Desktop, Professional, Prep Builder)

Detailed download and installation steps can be reviewed here: Install Tableau Desktop

For additional help, please see the following resource:



B. Tableau Server (role-based subscriptions, core, embedded analytics, commercial site licence, Interactor)

Detailed installation steps can be reviewed here: Add capacity to Tableau Server*

*Note: This process requires a restart of Tableau Server.


C. Tableau Online (role-based subscription, Interactor)

Adding additional users to your Tableau Online site

After your order is processed, the user count(s) for your site will be updated automatically and you may sign in and allocate your new users. Learn how to add users to your site


D. Data Management Add-on

Tableau Prep Conductor is licensed through the Data Management Add-on. Tableau Prep Conductor is supported only on Tableau Server versions 2019.1 or later.

Getting started with Tableau Prep Conductor

Detailed download and install steps can be reviewed here: Enable and configure Tableau Prep Conductor on Tableau Server

For additional information, please see the following resources:



E. Server Management Add-on

The Tableau Server Management Add-on is a separately licensed add-on to Tableau Server which will provide enhanced security, manageability and scalability capabilities for Tableau Server.

Getting started with the Server Management Add-on

Detailed download and install steps can be reviewed here: About the Tableau Server Management Add-on

3. Subscription & maintenance renewals



Overview
Subscription licences give you access to Tableau over a set period of time and are available for all products and deployment options, from on-premises to fully hosted in the cloud. Maintenance is included in the price of a subscription licence, keeping you up to date and giving you access to Tableau’s ongoing product releases and support services at no additional cost.

For perpetual licences, maintenance is what gives you continued access to technical support and product upgrades. If you let your maintenance expire, you can continue to use Tableau but will lose access to technical support and product upgrades.

For more information about renewals, please see the following resources:

Refreshing the subscription or maintenance on your product key
After completing a subscription and/or maintenance renewal order, please refresh your product key(s) to re-sync to the new period end date and discontinue expiration notifications.*
For complete instructions on how to manage your product keys, please see the following resources:

*Refresh not required for Tableau Online products; subscription end date will refresh automatically.

Upgrading to the latest version of Tableau
You can download the latest version of Tableau via our Product downloads and release notes page, or through the Tableau Customer Portal using your current product key. Please note, your account must be active and in good standing to be eligible to upgrade.
If your organisation has centralised administration, please work with your internal licence administrator for access. If you have difficulty installing the latest version of the software, take a look at our upgrade support pages for Desktop and Server. If you’re still having trouble, please email your Customer Success Manager.

For more information regarding upgrading to a newer version of Tableau, please consult Tableau Help.

4. Conversion orders (Changing product/licence types)



Overview
If one or more of the following scenarios apply to your order, please continue reading for instructions on transferring your user(s) to the new licence(s) purchased.

  • Moving from one licence type to another (e.g. from perpetual to subscription-based licensing)
  • Moving from one product type to another (e.g. from Tableau Desktop Professional to Tableau Creator)

Conversion from Tableau Desktop or Tableau Server

  1. Uninstall converted product keys
    1. Tableau Desktop – See steps detailed here: Move or deactivate product keys
    2. For Tableau Server (including add-on products) see steps detailed here: Deactivating a Tableau Server product key
  2. Activate new product keys
    1. Tableau Desktop – See steps detailed here: Install Tableau Desktop
    2. For Tableau Server (including add-on products) see steps detailed here: Activate and register Tableau Server

For additional information, please see the following resources:

Conversion from Tableau Online

  1. If converting from Tableau Online to an on-premises Tableau Server deployment, you can follow the import/export steps here: Export or import a site to move an entire site from Online to Server.
  2. If converting a Tableau Online site to a new product mix, you can follow the site role update steps here: Set users’ site roles.

For additional information, please see the following resources:

5. Services, training and support


A. eLearning

Below you will find a series of steps for getting started easily with your eLearning purchase.

Purchased multiple eLearning seats and need to distribute to others

  1. Get your eLearning access code: After processing your order, you will be able to get your eLearning access code(s) through the Tableau Customer Portal. After logging in, click on "My eLearning” at the top of the portal page
  2. Distribute access code to your team: Whoever will be using eLearning will need the access code to get started. To make it easy, we've drafted an email template you can use to get the users everything they need to start using eLearning. Download the eLearning for Creator template here and the eLearning for Explorer template here.
  3. If one of the seats is for you, start using eLearning. If you purchased eLearning for Creator, go to http://elearning.tableau.com. If you purchased eLearning for Explorer, go to http://Explorer-elearning.tableau.com
  4. To track the number of access code activations (and see the email addresses of activators) log back into the Tableau Customer Portal and click "My eLearning”
  5. Stay in contact with your account representative. If you wish to see more detailed usage reporting, ask them to get you access to the Skilljar Analytics Portal. And since eLearning is your continuous learning companion, be sure to renew your subscription so your team stays up to date on the latest Tableau capabilities.

Purchased one eLearning seat

  1. Get your eLearning access code: After processing your order, you will be able to get your eLearning access code(s) through the Tableau Customer Portal. After logging in, click on "My eLearning” at the top of the portal page
  2. If you purchased eLearning for Creator, go to http://elearning.tableau.com. If you purchased eLearning for Explorer, go to http://Explorer-elearning.tableau.com
  3. Log in to your TableauID account (using the same login as the Customer Portal)
  4. Register in eLearning with your access code, found in the Customer Portal
  5. Start learning! After your subscription expires, you will be able to purchase another year.

Need further help? Please see the eLearning Admin FAQ and the eLearning User FAQ, or contact customerservice@tableau.com


B. Training registration codes

Please note that purchasing a registration code does not automatically register you for a course. Registration codes will be emailed and made available in the Tableau Customer Portal shortly. Registration codes expire one year after receipt.

To register for a course

  1. Navigate to http://www.tableau.com/en-gb/learn/classroom and have your registration code ready.
  2. Browse training courses to find one that fits your needs. Click the ‘Register now’ button.
  3. To complete registration, fill in the requested registrant information and proceed to the payment page. Enter your registration code in the ‘Discount code’ field and click the ‘Apply’ button. You will receive a confirmation email once registration is complete.

Need further help? Contact globalservices@tableau.com


C. Private training or consulting services

Our global services team will be in touch shortly with information on scheduling your training or consulting services engagement. The cost for services or training, plus any applicable expenses, will be invoiced upon the completion of the engagement. If you are ready to schedule an engagement and have not yet been contacted, please feel free to get in touch by emailing globalservices@tableau.com with the details listed below. Keep in mind that our scheduling calendar can fill up quickly, so sharing your plans early will help us to better serve you.

  • Preferred start date:
  • Version of Tableau being used (e.g. 10.4):
  • Physical address where the training or services will take place:
  • Address where the manuals should be delivered (if different)*:
  • Name and phone number of the person who will receive the manuals*:
  • Number of attendees (8-12 recommended, maximum of 15 per class)*:
  • Any special logistical requirements or concerns:

*Information required for private training engagements only; not applicable for consulting services.


D. Extended & premium support and Tableau Online extended & premium support

Welcome and congratulations on your recent purchase of extended or premium support!

Assigned technical account manager for premium support only
Your assigned technical account manager (TAM) will get in touch with the main contact on file within two (2) business days to schedule a formal introduction and onboarding to the programme.

Named contacts
IMPORTANT: Premium & extended support allows up to five (5) named contacts to be designated for your account. Named contacts are individuals within your organisation who will be the primary person(s) submitting and managing support cases with the Tableau support team. Only support cases submitted by named contacts will receive 24/7 support for P1s/P2s (only P1s for extended) with accelerated response and update times.

Assigning named contacts
Once the individuals within your organisation have been identified, follow the instructions below to get them updated into our system:

  1. Send an email to ESAdmins@tableau.com with the subject line ‘Update request for named contacts’.
  2. In the email body, enter up to five (5) contacts including their first name and surname, along with the email address for each contact. Example below:
  3. Send the email to ESAdmins@tableau.com

Once the request has been submitted, please allow up to one (1) business day for the request to be completed. If you ever need to modify or remove named contacts, simply follow the same steps listed above.

6. Portal details: Tableau Customer Portal


After your order is processed, you will have immediate access to your download files and your product keys through the Tableau Customer Portal. You can log into the Tableau Customer Portal using the same credentials that you use to log into the Tableau website. New portal users will receive a separate email from Tableau with a custom account activation link. If you need to reset your password, please visit: Reset password.

For more information on getting started in the Tableau Customer Portal, see the following resource: Getting started with the Customer Portal.

7. Portal details: Tableau partner portal


After your order is processed, your customer will receive an email with instructions for logging into the Tableau Customer Portal where they will have immediate access to their download files and product keys. New portal users will receive a separate email from Tableau with instructions and a custom account activation link.

You, as the partner for this order, will be able to see the customer’s portal account on the View account page in the Tableau Partner Portal. You can log into the Tableau partner portal using the same credentials that you use to log into the Tableau website. If you need to reset your password, please visit: Reset password. If you do not have Tableau partner portal access, please contact your partner development manager.

8. Payment instructions


Please review Tableau's payment instructions here: Payment options

Helpful resources


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