KNOWLEDGE BASE

Managing Tableau Product Keys


Published: 01 Feb 2017
Last Modified Date: 03 Aug 2017

Question

How to view and manage product keys in the Tableau Customer Portal

Answer

Recover a Lost Product Key 

  1. Sign into the Customer Portal using your Tableau username and password. 
  2. On the Customer Portal home page, click My Keys. 
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  3. A table will open listing any product key(s) assigned. Copy the product key for the product you are activating. 
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Assign a Product Key 

Note: The ability to assign product keys must be granted by a Tableau Portal Administrator
  1. Go to the Customer Portal and sign in with your Tableau username and password.
  2. On the Customer Portal homepage, click My Keys. 
  3. In the resulting table, click the key you would like to reassign. 
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  4. Under Customer Information > Key Assignment, click Reassign.
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  5. In the Key Assignment dialog box, enter the first name, last name and email address of the person you would like to assign the key to, then click Assign User. 
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    You also have the option to give this user portal access, which is highly recommended. Giving Tableau Portal Access will allow the user to quickly identify a key when lost, access the knowledge base, and file Support cases.
    Note: If you opt not to give the person portal access, they will not be emailed when the key is assigned to them.

Edit a Product Key

  1. From the Customer Portal home page, click My Accounts.
  2. Scroll to Product Keys 
  3. Select Edit next to the product key you would like to edit. 
    A screenshot of Product Keys section of Account page
  4. From here you can enter a new User Name and/or enter a new Assigned Email to change who the key is assigned to.
    An image of the Keys Edit view with user name and assigned email highlighted
Note: Only the User Name and Assigned Email may be edited. The Owner Name cannot be edited as it reflects the individual on the purchase order for the key, and the Registered Email is automatically populated by the most recent registration performed on the key. 

View product keys by account

  1. Go to the Customer Portal and sign in with your Tableau username and password.
  2. On the Customer Portal home page, click My Account.
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    Note: If you are an administrator for multiple accounts, select the account you want to manage.
  3. The product keys associated with the account are listed in the middle of the page. The table shows the Product Key, the associated product, the last registered username, and the expiration date for the maintenance contract.
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  4. ​Click on a product key to see more details, including registration information.
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View all product keys

  1. Go to the Customer Portal and sign in with your Tableau username and password.
  2. On the Customer Portal home page, click the My Keys link.
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  3. You can view all keys, or view keys based on whether they have current maintenance. The Default View can be sorted by clicking the table headers.
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Add tracking information to a product key

  1. From the Account overview page, click the product key you want to add information to.
  2. Click the Edit button at the top of the page.
  3. Complete all or some of the fields in the Customer Information area, then click Save. 

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Note: this Customer Information is not used by Tableau. It is purely a way for you to add additional information to a product key to help you monitor and manage the keys.

View product key history and reports

You can view and export the history for an individual product key or generate a report for all keys across all of the accounts you manage.

Individual Key History

  1. From the Account overview page, click a product key.
  2. Click the View History button at the top of the page.
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The table shows events such as registration, maintenance contract changes, and escalated support cases. It does not show deactivations. Use the buttons at the top of the page to print the history or export to an Excel (.xls) or Comma Separated (.csv) file.

 

Global Key Report

On the Home page of the Customer Portal, choose Reports > All Keys Report.
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The table shows a row for each key that you manage and includes the registration information and any customer information you’ve added. It also includes the expiration date for the maintenance contract. Use the button at the top of the page to export the report in CSV or .xls format.

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Additional Information

For any further assistance regarding license management process, product renewals, customer resources, please contact the Customer Success team. 
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