Tableau - Installation

Before getting started, check your Full Sail email for a message from Tableau Customer Service with a user name, temporary password, and email link. The email subject is "Welcome to Tableau Account Center." The sender will be orders@tableausoftware.com. (More info)

If you have not received your welcome email, try resetting your Tableau password or contact Technical Support for assistance.

Step 1. 

  1. Sign in to the Customer Portal using your e-mail address and the password provided by Tableau.
  2. Click the My Keys link.
  3. In the Products Key column, copy the product key for the Tableau product you want to install.

Note: If you have not received your sign-in information, click the Help link.

Step 2. 

Click here to visit the download site. Select the latest product and version to download Tableau.

(Download links can also be found in the Customer Portal under Product Downloads.)

Note: If you are running Tableau Server in your environment, Tableau Desktop should be running the same version. For example, if Tableau Server is version 10.0, Tableau Desktop should be version 10.0 as well; whether Tableau Desktop is running on a Windows computer or a Mac computer does not matter. For complete details on version compatibility, see Desktop and Server Compatibility. If you need to use a past release, past releases are available from the Alternate Download Site. If you're already signed into the Customer Portal, click the Alternate Download Site link.

Step 3.

On Windows computers, you are prompted to save or run Tableau Desktop.exe.

On a Mac, TableauDesktop.dmg is copied to your Download folder.

Step 4.

On Windows, when the download finishes, double-click the installer file to begin the installation. Follow the on-screen instructions to install the product.

For Tableau Desktop for Windows, the first screen looks something like the following. This first screen might look slightly different for Tableau Desktop version 9.3 and prior.

 

As of Tableau Desktop version 9.3, the following database drivers are installed by default:

  • MySQL (Microsoft Visual C++ redistribute is automatically installed as a prerequisite.)
  • Microsoft SQL Server
  • PostgreSQL
  • Amazon Redshift

For more information about the database driver versions that apply to the different versions of Tableau, see Drivers & Activation.

To view the list of drivers, click Customize. The screen looks something like the following:

To install Tableau Desktop without automatically installing the drivers, clear the check box for the drivers.

On a Mac, you will be prompted to drag the Tableau Desktop icon to your Applications folder:

For Tableau Server, the first screen will look something like the following:

Step 5.

When you are done installing Tableau, you must activate and register the product. You can complete the fields on this form now or you can complete them later in the Registration dialog box. Click Activate Tableau.

Step 6.

Important: If you are upgrading versions and have paid your maintenance since the last time you completed offline activation, please contact Tableau Customer Service first. If you are working offline, please refer to the Offline Activation Help article for information on how to activate Tableau.

in the Activation dialog box, click in the Enter product key field and press Ctrl + V (Cmd-V on a Mac) to paste your product key. You can also right-click (control-click on a Mac) in the text box and select Paste. Then click, Activate.

Note: Your product key should be saved on the clipboard from Step 1. If it is not, repeat the steps in Step 1 to recopy the product key from the Customer Portal.

Step 7.

In the Activation dialog box, click the Continue button to continue with the activation process.

Step 8.

Register the product by typing your name, company, email address, and any other information. If you completed these fields in Step 5, some of this information will already be filled in. Then click the Register button.

Step 9.

When registration is successful, click Continue to start using the product.

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