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Administering Product Keys


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Last Modified Date: 07 Oct 2016

Whether you are managing a single key for a single account or many keys across multiple accounts, you can use the Customer Portal to view your product keys, add your own reference information to a key, and generate reports on key history.

This article discusses common tasks for administering product keys. If you are not an administrator for your product key, read Listing Your Product Keys to find out what keys you are using and how to recover a lost key.

There are multiple ways to view a list of the product keys you are managing. You can view the keys within a specific account or list all keys across multiple accounts.

View product keys by account

View product keys by account when you are managing one account at a time. Product keys are listed on the Account overview page.

Step 1 

Go to the Customer Portal and sign in with your Tableau username and password.

Step 2 

On the Customer Portal home page, click the My Account link to go to the account overview page.

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Note: If you are an administrator for multiple accounts, select the account you want to manage.

 

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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​Click on a product key to see more details, including registration information.
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View all product keys

View all product keys when you are managing keys across multiple accounts or want to quickly sort the list to see all unregistered keys or all unassigned keys.

Step 1 

Go to the Customer Portal and sign in with your Tableau username and password.

Step 2 

On the Customer Portal home page, click the My Keys link.

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Step 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

Each product key has general information, such as the purchase date, the expiration date for the maintenance contract, and the owner. The key also has registration information, based on what was entered into the software during registration. You can use the Customer Information area to add additional information to a product key. 

Step 1 

From the Account overview page, click the product key you want to add information to.

Step 2 

Click the Edit button at the top of the page.

Step 3 

Complete all or some of the fields in the Customer Information area. This 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.
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Step 4 

When finished, click the Save button.

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

Step 1 

From the Account overview page, click a product key.

Step 2 

Click the View History button at the top of the page.

Step 3 

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The table shows a row for 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

Step 1 

On the Home page of the Customer Portal, click the All Keys Report link in the Reports area of the page.

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Step 2 

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.

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