You can, however, change some login-based license management settings. Login-based license management is enabled by default for Tableau Online, Tableau Server, and Tableau Desktop starting with version 2020.1. (Optional) Step 2: Change login-based license management settings For more information about connected desktop, see Automatically keep Tableau Desktop connected to Tableau Server or Online (Link opens in a new window).
Otherwise, login-based license management cannot automatically update licensing credentials. In addition, do not sign out of Tableau Server using the connected desktop user interface after enabling login-based license management.
Important: If you're using connected clients and login-based license management, do not disable automatic client authentication (Link opens in a new window). For more information, see Set User’s Site Roles (Link opens in a new window). This assigns a Creator license to these users on Tableau Server.
Refer to the Deploy chapter to install Tableau Server.ĭuring activation, you must enter a Tableau Server product key that supports role-based subscription and login-based license management.Īdd users to your Tableau Server and set them to one of the three Creator roles: Server Administrator, Site Administrator Creator, or Creator. Otherwise, you'll need to install Tableau Server: If you already have Tableau Server installed, skip to (Optional) Step 2: Change login-based license management settings.
Tableau Online or Tableau Server provides an ATR lease to Tableau Desktop or Tableau Prep Builder to finalize activation. The ATR service returns an ATR lease to Tableau Online or Tableau Server. If yes, Tableau Online or Tableau Server communicates with the ATR service. Tableau Online or Tableau Server verifies that you are a Creator. You sign into your Tableau Online or Tableau Server site. You install Tableau Desktop or Tableau Prep Builder and select Activate with your credentials. Login-based license management with Tableau Server Login-based license management with Tableau Online For more information about the ports used by Tableau, see Tableau Services Manager Ports (Link opens in a new window). In most cases, the computer where Tableau Desktop or Tableau Prep Builder is installed and the network it is running on are already configured to allow the necessary access. Tableau uses common ports (80 and 443) to make internet requests. The diagrams below show the communication process between the client, Tableau Server or Tableau Online, and the licensing service. The ATR service, hosted on AWS, verifies and manages the license and the length of the authorization window. Tableau Server or Tableau Online contacts the Tableau-hosted authorization-to-run (ATR) service to verify that the Tableau Desktop client is allowed activation. When login-based license management is in use, Tableau Desktop or Tableau Prep Builder periodically contacts Tableau Server or Tableau Online in order to verify that the user is a Creator and to obtain an authorization to run. If your Tableau Server is not enabled for login-based license management, contact your Tableau sales representative to obtain a special login-based license management-enabled product key. The following Tableau products support login-based license management:
Administrative views provide information about who is using your Creator licenses, and shows the most recent license lease and version of both Tableau Desktop and Tableau Prep Builder, which helps you to monitor your Tableau deployments. You can use administrative views on Tableau Server and Tableau Online to see the assignment and use of Creator seats in one place. In addition, login-based license management gives you more visibility into license usage. You can assign Creator roles to users who use Tableau Server, Tableau Desktop, and Tableau Prep Builder for license activation and centralized license management. Login-based license management is enabled per production instance of your Tableau Server deployment. You only need one Tableau Server or Tableau Online site to authorize an individual Tableau Desktop or Tableau Prep Builder. You only need to manage one or more product keys for on-premises Tableau Server, or in the case of Tableau Online, you don’t need to manage any product keys at all. Users with Explorer or Viewer roles cannot use this feature. If you’re using Role Based Subscriptions with Tableau Server or Tableau Online, you can simplify your license management using login-based license management to eliminate separate Tableau Desktop and Tableau Prep Builder product keys. Login-based license management helps you manage licensing for users with Creator roles on Tableau Server and Tableau Online.