Tableau Migrate from Core-Based to User-Based Licensing

Process to Migrate from Core-Based to User-Based Licensing

You can migrate Tableau Server from a core-based license metric (which counts the processor cores on which you have Tableau Server installed) to a user-based license metric (which counts named users) or vice versa

Prepare for migration to user-based licensing

Core-based licenses allow an unlimited number of users with Explorer and lower level site roles, including view-only guest accounts. Every user has a site role when they are added to Tableau Server, and these users and site roles persist when licensing is changed. Because user-based licenses limit the number of users, you should ensure that your new user-based licenses accommodate the number of users who are currently connecting to Tableau Server, including the users currently using guest accounts. If your new user-based licenses don't accommodate the full number of users, some users will become unlicensed.

To count the number of users in your Tableau Server installation, you can export a list of users and count them using a tool such as Microsoft Excel.

Migrate to user-based licensing

To migrate to user-based licensing you must stop Tableau Server, deactivate the core-based product key, activate the user-based product key(s), and then start Tableau Server. Because this process will result in a restart of Tableau Server and cause downtime for Tableau Server users, you should migrate licensing during a period of low usage.

Stop Tableau Server:
Use the tsm stop command.
Deactivate the core-based product key(s):
Use the tsm licenses deactivate command with the core-based product key(s).
Activate the user-based product key(s):
Use the tsm licenses activate command with the user-based product key(s).
Start Tableau Server:
Use the tsm start command.

Use user-based licenses on a server with core-based licensing

When Creator licenses are introduced to Tableau Server, all Server Administrator users are required to have Creator license roles, which may require additional licenses. Administrators can activate additional Creator licenses using the tsm licenses activate command in Tableau Server to increase licensed user capacity. Activating these user-based licenses gives you a combination of the capabilities granted by user-based Creator licenses and the capabilities granted by your core-based license.

Note: The unlimited number of users who have access to Tableau Server under core-based licensing have equivalent capabilities to users with an Explorer license under user-based licensing. Creator functionality is limited to the defined user license model(s).

For example, if a Tableau Server installation has a 16 core license that includes guest access, and you added 10 Creator licenses, that server would have the following capabilities:

A limit of 16 processor cores on hardware that runs Tableau Server
Guest access
Unlimited Explorer/Viewer licenses (from the unlimited user licenses that come with a core license)
10 Creator licenses

Example of completing a migration from core-based licensing

To extend the example above: If the core-based license was then deactivated, the following capabilities would be available:

No limits on server hardware
No guest access
10 Creator licenses

If you then added 50 Explorer licenses and 200 Viewer licenses, after deactivating your core-based license, the following capabilities would be available:

No limits on server hardware
No guest access
10 Creator licenses
50 Explorer licenses
200 Viewer licenses

Ref: https://help.tableau.com/current/server/en-us/licensing_migrate_from_core.htm#:~:text=Core%2Dbased%20licenses%20allow%20an,persist%20when%20licensing%20is%20changed.

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