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Sites are required to use Multi Factor Authentication and enforcement is coming soon. We have a special webinar dedicated to this topic that’s offered in all time zones. Please navigate here, and register for one of our live sessions.

After your purchase is completed, will email an invitation to activate your new Cloud site. Your activation will provision your Cloud site in the region of your choice and finalize the creation of your ID.

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To finalize your site activation, you will be prompted to create your customer account and name your new Cloud site.

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Once you’ve activated your Cloud Site, you can start adding Authorized Users. When adding new users, you’ll need to select the site role for that user (i.e. Creator, Explorer, Site Administrator). Users will need to be assigned a Creator site role (either Creator or Site Administrator Creator) in order to activate Desktop and/or Prep Builder. For more information on site roles, refer to Online Help.

After selecting the ‘Join Now’ button in the invitation email above, users will be prompted to create their customer account. For users assigned a Creator site role, they will log in with their customer account to activate their Desktop and/or Prep Builder installations (Step 7 below).

Once the user creates their account they will be automatically routed to your Cloud site. On the homepage, they will be presented with links to ‘Download Desktop’ and ‘Download Prep Builder’.

How To Embed Tableau Into Your Web Portal

Users launch Desktop or Prep Builder. If this is a user’s first time launching on their device, they’ll be given an option to enter their contact information and start a 14 day trial. Users who have already been assigned a Creator role on your Cloud site can skip the trial prompt by clicking "Activate " as shown below.

On the Activate screen, users should choose "Activate by signing in to a server" as shown. To activate by signing in to a server is synonymous with using LBLM.

The user will be prompted to log in to Cloud using the customer credentials they created earlier when joining your Cloud site.

Tableau Single Sign On

If the user is a member of multiple Cloud sites, they will be prompted to select the site they wish to use for activation; users should be sure to select a site where they are assigned the Creator site sole in order to successfully activate Desktop and/or Prep Builder.

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Once authenticated, the user will have successfully activated their Desktop and/or Prep Builder installations using LBLM, and they’ll be ready to get down to vizness!

Login-based license management (LBLM) allows Creators to activate Desktop or Prep by simply logging in to these products with their Server or Cloud credentials. Admins can assign, monitor, and reclaim Desktop or Prep access directly from Server or Cloud instead of distributing product keys to end users.

Tour Your Tableau Site

LBLM provides a number of benefits. First, it makes it easier for you to deploy Desktop and Prep to end users, as you don’t need to distribute and manage individual license keys. Additionally, you’ll have increased visibility into Creator seat usage through a single, centralized view.

This free feature is available to eligible customers who own role-based Creator licenses and are leveraging a compatible version of software (2020.1+). As of the 2020.1 release (February 2020), LBLM is enabled by default for all Cloud customers who have purchased Creator. Server customers can explore below to learn more about identifying if they are already LBLM-enabled and, if not, how to opt-in!

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LBLM modernizes the product activation experience by removing the need for product keys to be distributed throughout your organization when enabling use of Desktop and/or Prep Builder for Authorized Users. LBLM creates parity across all Creator, Explorer, and Viewer roles (i.e. leveraging login credentials), eliminating dual license management in your Customer Portal and Server or Online UIs.

Tableau: Trusted Authentication & Integration With Obiee

All Cloud customers who own Creator licenses can start using LBLM today! If you’re currently using individual Creator - Desktop & Prep keys and/or need to educate your end users on how to activate using their Cloud login credentials, see above.

Server customers need to double-check if their Creator - Server key(s) are LBLM-enabled. If you made your first purchase of Server after November 12, 2020 you’re likely already enabled. Server Deployments licensed before this date need to opt-in via the instructions linked above in order to enable LBLM.

Yes- both! Whether you are a  new or existing  Cloud and/or Server customer, LBLM was designed with you in mind and a goal of further streamlining the license delivery and management experience.

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If you’re a Cloud customer - you have it! As of the 2020.1 version release (February 2020) all Cloud sites have the ability to use LBLM. The above user guide will break down how to get you started. If your Authorized Users have already activated Creator - Desktop & Prep Builder keys on their local machines, you can [go here] for more information on how to deactivate before instructing users to reactivate with LBLM.

For Server customers, Server must be able to communicate with ’s licensing server via the internet (refer to the list of minimum required licensing connections that must be allowed). Provided Server has the required internet access, there is no need for Desktop and/or Prep Builder installations to communicate outside your network- they just need to be able to connect to your Server Deployment.

For Cloud customers, LBLM is not an option for users whose Desktop & Prep Builder installations lack internet access. Please work with your Account Executive to understand your options.

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LBLM is only compatible with versions 2020.1+. If you require use of an older version of Desktop or Prep software, please work with your Account Executive to understand your options.

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Yes! The same identity used to log in to the Server Deployment or Cloud site is used to activate Desktop and/or Prep Builder for Creator users; there is no need for users to create a separate customer account outside of your chosen identity service. See Cloud Authentication or Server Authentication for more detail on available options.

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