Creator Instructions (from Michelle Taylor)
From: Michelle Taylor <mtaylor@dataself.com>
Sent: Wednesday, September 11, 2024 9:21 AM
To: Michelle Taylor <mtaylor@dataself.com>
Subject: RE: Creator instructions
On-prem dw clients
Create dataself Windows Services user in Tableau Customer Portal and assign a Creator license.
Log in to the DataSelf Server as the dataself Windows Services user.
Open browser to the new Tableau URL https://prod-useast-b.online.tableau.com/#/site/goodearthtools/ as the dataself user (from Step 1).
Maybe - Download Tableau version 2023.3.5 from the Tableau website.
Deactivate the license in the current Tableau instance on the DataSelf Server. Install new version, if necessary.
Log in to the new Tableau Site in Tableau instance as the dataSelf Windows Services user. Tableau will magically activates the site.
Sign In to the dataselfbi.com in Tableau.
Version 2023.3.5 to download.
KB article with instructions to connect to your DataSelf site.
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Salesforce/Tableau no longer issues traditional license keys for their retail Creator/Desktop licenses.
For Tableau Cloud customers, a separate email will be sent within 24 hours of license purchase that includes your Tableau Cloud site activation link. More information for getting started with Tableau Cloud can be found here and here.
Have questions about your order? Contact Us
Summary process steps to activate your new Tableau Customer Portal Site:
Activate the cloud site from the email sent to your Site Admin from Tableau
Setup MFA (required)
Download Tableau Desktop from the home page of the new site
Select “Activate Tableau” link on the registration page of the desktop application
Select “Activate by signing in to a server”
Select “Tableau Online” under Quick Connect
Sign in to your new Tableau client site that was setup in step 1
Lastly, follow DataSelf instructions to sign in to your DataSelf server site
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Your Tableau Creator license has been order from Salesforce (owner of the Tableau software). In the next few days you’ll be receiving an email from Salesforce. This process will require you to setup a profile with Salesforce to download the software. More details can be found in our knowledgebase article and below. Following the download and installation of the software, please follow the last article link to connect to your DataSelf site.
Please let me know if you have any questions.
Next Steps:
Once Tableau completes the DataSelf order request, if you are new to Tableau as a Customer, your Customer Portal Admin with receive an email from Tableau Cloud (reghelp@onlinemail.tableau.com) indicating that your Tableau Cloud site is waiting for you to “Activate My Site”.
Once your Tableau Cloud Site is activated, your Customer Portal Admin will receive another email with an option to “Invite Others to Collaborate” on your new site. This can be skipped if you do not have multiple Creator licenses. If you do have multiple Creators and wish to share Portal Admin rights with another user, this functionality may help.
Your final communication will come from Tableau Customer Service and will read “Welcome to the Tableau Portal”. There the Admin will be given instructions to “Activate Account” and download the license(s) and/or assign any additional licenses to specific team members.
How to access keys
Portal administrators can take the following steps to locate their licenses:
Login to https://customer-portal.tableau.com/s/ using your email address
Click the “Deployment” tab
Locate the correct deployment (we recommend sorting by “Renewal Descending”)
Sort the keys by “Period End”
From here, admins can assign the keys to any end user (Tableau does not assign keys to end users)
Tableau Licensing Help Links:
· https://www.tableau.com/support/activation
· https://kb.tableau.com/articles/howto/managing-tableau-product-keys
· How to Add Administrators to an Existing Portal: here are the steps to do that.
You are now ready to link your new Creator license(s) with your DataSelf BI data. Please follow instructions in the following KB link: Opening Tableau Desktop/Creator and connecting to your site. Contact Support@DataSelf.com for assistance as needed.
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From Lori 5/31/2024:
If the client is buying Creator Desktop to extensively edit or create new Data Sources, they should add the parameter that stops Tbl from renaming the fields as they import:
https://help.salesforce.com/s/articleView?id=001458292&type=1
Easiest way is:
Option 2 (Windows only): Change the shortcut target
On the computer running Tableau Desktop, right-click the Tableau Desktop icon, and then click Properties.
On the Shortcut tab, in Target, append -DADM=0 to the existing statement, and then click OK.
o "C:\Program Files\Tableau\Tableau <version>\bin\tableau.exe" -DADM=0
o (Replace <version> with your Tableau version)
Double-click the Tableau Desktop icon to start Tableau Desktop.