If you are using Tableau Desktop or Tableau Prep Builder without Tableau Online 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. You can always view your product key in the Customer Portal Link opens in a new window. For more information about license types, see User-Based licenses Link opens in a new window in the Tableau Server help.
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. Sign in to the Customer Portal Link opens in a new window page on the Tableau website using your email address and password.
The information you need to sign into the portal for the first time is sent to you in a welcome email from Tableau after you purchase Link opens in a new window the product.
At the top of the Welcome to the Customer Portal page, click Licenses. A table opens, listing any product keys assigned to you. Copy your product key from the Key Name column in the table. Keep this key ready and secure. Note : This example does not show any actual keys. The blurred area at the bottom shows where your key would be listed. Copy your product key from the Product Key column in the table. If you are not able to open the Manage Product Keys dialog to see your key, log into the Customer Portal Link opens in a new window and follow the instructions for first time users above.
If you don't have a product key, try the day Free Trial Link opens in a new window or download the Tableau Desktop Public Edition Link opens in a new window instead. If you are a student or teacher, go to the Academic programs Link opens in a new window page to request a license and receive instructions about how to download your copy of Tableau Desktop or Tableau Prep Builder. Download the installer using the instructions in Where's the installer? For Mac, the installer is downloaded to your Downloads folder.
Note : The installer detects and displays the user interface based on the operating system display language setting. If you're using a deployment tool that requires the Windows installer. For Windows : Run the installer and follow the prompts. For Mac : Open the Disk image file. DMG and double-click the installer package. PKG to start the installation.
Drivers for some data sources are installed automatically when you install Tableau Desktop. This option allows us to gather usage pattern data to improve the product. For more information about this option and how to turn it off after installation, see Turn off usage reporting.
For more information about the type of data we collect, see Tableau Product Usage Data Link opens in a new window. To opt out of providing usage data, select the Don't send product usage data check box. On the Installation Type step, in the bottom-left of the install wizard, click Customize. To opt out of sending product usage data, select the Don't send product usage data check box. Note : Starting in Tableau Desktop version If you need other database drivers, you can install them from the Driver Download Link opens in a new window page.
Optional On Windows, to customize the install, on the Install welcome screen, click Customize and change any of the following options:. Install location : Specify a different location to install Tableau Desktop. Important : If you specify a custom directory for the install location and plan to install future releases to this same location, you need to specify a version specific sub-folder to install to. Otherwise you will need to uninstall the previous version first. Side-by-side installs of multiple versions in the same sub-directory is not supported.
Create a desktop shortcut : Clear the check box if you don't want to automatically create a desktop shortcut for Tableau. Create a Start menu shortcut : Clear the check box if you don't want to automatically add a shortcut for Tableau to the Start menu.
Check for Tableau product updates : Clear the check box if you want to disable the product update feature. This feature checks for maintenance updates and installs them automatically. If you disable this option at install it also disables the menu option for users. For more information about the product update feature, see Control Product Updates for Tableau Desktop.
Install database drivers : Clear the check box if you don't want to automatically install the database drivers. You can also disable one or more of the drivers from the command line. For more information about this option, see Installer properties Link opens in a new window. Click Install to begin installation. After installation is complete, you will need to activate and register the product to begin using it. For more information, see Activate and register your product.
If the computer resources are exhausted, SRM may terminate the protocol server process belonging to Tableau Prep Builder, which has no recovery mechanism. DMG , and then double-click the installer package. Optional To customize the install, on the Install welcome screen for Windows or on the Installation Type step for the Mac, click Customize and change any of the following options:. Install location : Specify a different location to install Tableau Prep Builder.
Create a desktop shortcut : Clear the check box if you don't want to automatically create a desktop shortcut for Tableau Prep Builder. Create a Start menu shortcut : Clear the check box if you don't want to automatically add a shortcut for Tableau Prep Builder to the Start menu.
To turn off this option during install, clear this check box during install. To turn this option off after installation see Turn off error reporting Link opens in a new window.
Important: Tableau Prep Builder is only available in bit and If you already have bit drivers installed, you'll need to install the bit version of those drivers to connect to your data with Tableau Prep Builder.
PostgreSQL database driver : Clear the check box if you don't want to automatically install the database driver. Note : Starting in version After the installation process is finished, the next step is to register and activate your product. Use one of the following options:. Install offline : If you're installing the product on a computer that doesn't have internet access, or if your company firewall or proxy restricts access to the licensing.
After the installation process is finished, open Tableau Desktop. This launches the Tableau Registration form where you can register and activate your product. Fill out the fields on the registration form and then click Activate Tableau. If you are activating Tableau Desktop as a trial, click Start trial now at the bottom of the screen. Activate with a product key : Use this option if you are activating using the user interface and have a product key. Activate by signing into a server :Use this option if you are using login-based license management to activate your product.
If you are activating with a product key, delete any existing text in the Enter product key field , copy your product key from the location that you saved it to from the Where's my product key? A second screen appears to complete the activation process. Click Continue to finish the process. If Tableau can't connect to the site that authenticates that product key, it can't complete the activation and you must activate the product offline. Follow the instructions in Activate your product offline to complete the activation process.
If you are activating using login-based license management enter the URL for your server and click Connect. Sign into your server, then complete the registration page if needed, and click Register. When your registration is complete, Tableau Prep Builder opens and you can start preparing your data. New to Tableau Prep Builder?
Try the Get Started tutorial Link opens in a new window to learn how to build your first flow. Note : If you're upgrading versions and you've paid your maintenance since the last time offline activation was completed Tableau Desktop only , contact Tableau Customer Service Link opens in a new window via email to get an updated product key before continuing with offline activation. If you're installing the product on a computer that doesn't have internet access, or if your company firewall or proxy restricts access to the licensing.
You will need access to another computer that has internet access to complete all the steps in this procedure. To activate Tableau Prep Builder offline, you will need your product key and Tableau Desktop version In the Activate Tableau dialog, click Activate with a product key.
This article describes compatibility considerations and how Tableau Desktop and Tableau Server can work together. Note : This article discusses only Tableau products that are still eligible for technical support.
Tableau provides technical support on each version of the product for 30 months after release. For a list of versions and their support schedules, see the Support Services Link opens in a new window page on the Tableau website. Compatibility issues typically arise only between release versions of Tableau products.
For example, if you are using Tableau Desktop The About Tableau dialog opens and the version number is displayed at the top of the dialog. The version number includes the release number and any maintenance release version number if applicable. In this example " Note : Tableau Prep Builder doesn't follow this same naming model for its release numbers. Tableau Prep Builder release versions are numbered like Tableau Desktop maintenance versions, for example Release versions often include a range of new features and updates.
If you try and publish your updated workbook to a prior version of Tableau Server, where those features aren't available, the workbook becomes incompatible. There are no compatibility issues with maintenance or dot release versions—for example, between Tableau Desktop version There is one exception. Tableau sometimes introduces new connector support with a maintenance release.
This can introduce compatibility issues between Tableau Desktop and Tableau Server if Tableau Desktop has been upgraded but Tableau Server hasn't been. For details about data source support by release, see the Release Notes Link opens in a new window page. Tableau Desktop users can share workbooks—for example, by emailing them or copying them to a location on the company network.
But if two users are using different versions of Tableau Desktop, sharing isn't always possible. The rule is simple:. A newer version of Tableau Desktop can open a workbook created with an older version. An older version of Tableau Desktop can't open a workbook created with a newer version.
For example, suppose Amanda creates a Tableau workbook with version Zachary will be able to open that workbook, but he'll see this warning message:.
The workbook will be upgraded when it is saved. The upgraded file can't be read by earlier versions of the application. If Zachary edits and saves the workbook and sends it back to Amanda, he will need to downgrade the workbook first so that she can open it. If not, the load will fail when Amanda tries to open it in Tableau Desktop version For more information about downgrading your workbook between Tableau Desktop versions, see Downgrade your workbook in this article.
The same logic applies to Tableau extracts. A newer version of Tableau Desktop can open an extract created with an older version but an older version of Tableau Desktop can't open an extract created with a newer version. However if you create a. Note : Starting in version If you know you will be sharing your workbooks with users that have Tableau Desktop version If the workbook has already been opened in version For more information about the.
For more information about how to downgrade your workbooks to prior versions, see Downgrade your workbook in this article. A workbook created with any version of Tableau Desktop can connect to any supported version of Tableau Server. But once you are connected, compatibility can be an issue depending on the version you are using and the action you're performing. You can publish workbooks and data sources to Tableau Server if the version of Tableau Server is the same or newer than the version of Tableau Desktop.
For example, you can publish workbooks and data sources from Tableau Desktop But if Tableau Server is running an earlier versions than Tableau Desktop, you will be prompted to downgrade the workbook before you can publish it to Tableau Server. For example, you can downgrade a workbook created on Tableau Desktop version For more information about how to downgrade your workbook, see Downgrade your workbook in this article.
Note : The downgrade workbook features are not available if you are downgrading from Tableau Desktop
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