Preparation20% of the exam

User-based license types and site roles

How role-based (user-based) licensing works on Tableau Server: what Creator, Explorer and Viewer licenses allow, which site roles each license supports, how one license is counted across sites, and when users become Unlicensed.

Official exam objective
1.6 Licensing: 1.6.1 Understand user-based licensing: 1.6.1.1 Describe the different license types, 1.6.1.2 Describe how license types map to site roles.

~7 min read · 3 practice questions

What the exam expects

  • Describe the Creator, Explorer and Viewer license types and what each adds to the one below it.
  • Map every site role to the license it uses, including Server Administrator, the two site administrator roles and Explorer (can publish).
  • Work out which license a user consumes on a multi-site server from their site roles.
  • Explain when a user becomes Unlicensed and what that user can still do.
  • Separate what a license allows from what a site role and content permissions allow.

Key terms:

  • Role-based (user-based) licensing: every user who accesses Tableau Server must be licensed and assigned a role.
  • License type: Creator, Explorer or Viewer, the paid entitlement attached to the user.
  • Site role: the maximum level of access a user can have on one site.
  • Unlicensed: a site role whose users cannot sign in.
  • Permission capability: an action, such as Save or Connect, granted on a specific content asset.

Key facts

Creator-license site roles
Detail
Server Administrator, Site Administrator Creator, Creator
Explorer-license site roles
Detail
Site Administrator Explorer, Explorer (can publish), Explorer
Multi-site counting
Detail
One license per server; highest site role sets its level
Creator-only on Server
Detail
New data source from external data; publish new data connections
Site Administrator Explorer
Detail
Full site and user configuration; no external data or virtual connections on the web
Server Administrator license
Detail
Highest activated license between Creator and Explorer
Removing a content owner
Detail
User becomes Unlicensed and keeps ownership
Unlicensed sign-in
Detail
Unlicensed users can't sign in
Newly added licenses
Detail
Available to all users after a Tableau Server restart
TSM administrator accounts
Detail
Don't require licenses
Reassignment order
Detail
Most recent login; Viewer, then Explorer, then Creator
Sources for this section (4)
  • When do role-based licenses newly added to Tableau Server become available to users?
  • Why can the license count in the Server Users header differ from the count under the Max User Role filter?
  • When several licenses expire at once, in what order are the affected users reassigned?
  • Which tsm licenses list fields show how many licenses exist for each role type?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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