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133 changes: 56 additions & 77 deletions content/getting-started/getting-started.md
Original file line number Diff line number Diff line change
@@ -1,8 +1,8 @@
---
---
uid: getting-started
title: Installation and Activation
author: Morten Lønskov
updated: 2026-03-27
updated: 2026-05-19
applies_to:
products:
- product: Tabular Editor 2
Expand All @@ -22,137 +22,116 @@ applies_to:

Download the latest version of Tabular Editor 3 from our [downloads page](xref:downloads).

## Prerequisites
We recommend the MSI 64-bit installer for most scenarios. Once downloaded, double-click the MSI file and complete the installer pages.

![Install](~/content/assets/images/getting-started/install.png)

### Prerequisites

None.

## System requirements
### System requirements

- **Operating system:** Windows 10, Windows 11, Windows Server 2016, Windows Server 2019 or newer
- **Architecture:** x64, ARM64 (native from 3.23.0)
- **Architecture:** x64, ARM64 (native from 3.23.0)
- **.NET Runtime:** [.NET Desktop Runtime 8.0](https://dotnet.microsoft.com/en-us/download/dotnet/8.0)

See the .NET supported OS policy for current Windows versions supported by each runtime.

## Activating your installation

Tabular Editor 3 is commercial software. Visit our [home page](https://tabulareditor.com) for pricing details and purchase options. If you haven't previously used Tabular Editor 3 you are eligible for a free 30-day trial.
Tabular Editor 3 is commercial software. Visit our [home page](https://tabulareditor.com) for pricing details and purchase options. If you have not previously used Tabular Editor 3, you are eligible for a free 30-day trial.

The first time you launch Tabular Editor 3 on a new machine, you are prompted to activate the product.

![Product activation](~/content/assets/images/getting-started/product-activation.png)

### Activating using an existing license key

Once you purchase a license for Tabular Editor 3, you should receive an e-mail with a 25-character string which is your license key. When prompted, enter the license key and hit "Next >" to activate the product.
Once you purchase a license for Tabular Editor 3, you receive an e-mail with a 25-character string which is your license key. When prompted, enter the license key and click **Next >** to activate the product.

![Enter License Key](~/content/assets/images/getting-started/enter-license-key.png)

> [!NOTE]
> For multi-user license types, you will need to enter your e-mail address in addition to the license key. Tabular Editor 3 will prompt you to do so, if the license key you enter represents a multi-user license.
> For multi-user license types, you also enter your e-mail address in addition to the license key. Tabular Editor 3 prompts you to do so when the license key represents a multi-user license.

Tabular Editor 3 installations are activated **per user**. If multiple users share the same machine, each user activates the product on their own Windows user profile.

### Windows account vs Power BI / Entra account

Note that Tabular Editor 3 installations are activated **per user**. In other words, if multiple users share the same machine, each user will have to activate the product on their Windows user profile.
The Windows account on which Tabular Editor 3 is installed is independent from the Microsoft Entra account used to authenticate against a Power BI / Fabric workspace.

- **License activation** is stored in the Windows Registry under `HKEY_CURRENT_USER` of the Windows user that activated the product. The license is not tied to any cloud identity.
- **Workspace authentication** happens at connection time in the **Load Semantic Model from Database** dialog. You sign in with the Microsoft Entra account that has permission on the workspace.

You do not need to launch Tabular Editor 3 with **Run as** under a different Windows account just because you use a separate Entra account (for example a non-mail-enabled admin account) to manage the Power BI workspace. Launch Tabular Editor 3 under your normal Windows account, activate it with your license key under that account, and provide your admin Entra credentials in the connection dialog.

For details on how Tabular Editor authenticates to the XMLA endpoint and how to pick the right authentication mode (for example **Microsoft Entra MFA** when your Windows login does not match your Power BI account), see @xmla-as-connectivity.

### Requesting a trial license

If you haven't used Tabular Editor 3 before, you are eligible for a free 30-day trial. When choosing this option, you will be prompted for an e-mail address. We use the e-mail address to validate whether or not you have an existing activation of Tabular Editor 3.
If you have not used Tabular Editor 3 before, you are eligible for a free 30-day trial. When you choose this option, you are prompted for an e-mail address. We use the e-mail address to validate whether you have an existing activation of Tabular Editor 3.

> [!NOTE]
> Tabular Editor ApS will not send unsolicited e-mails or forward your e-mail address to third parties, when signing up for a 30-day trial license. View our @privacy-policy for more information.
> Tabular Editor ApS does not send unsolicited e-mails or forward your e-mail address to third parties when you sign up for a 30-day trial license. View our @privacy-policy for more information.

### Changing a license key

When Tabular Editor 3 is activated, you may change your license key in the Help menu by choosing "About Tabular Editor".
When Tabular Editor 3 is activated, you change your license key in the Help menu by choosing **About Tabular Editor**.

![About Te3](~/content/assets/images/getting-started/about-te3.png)

In the dialog, select "Change license key". Note that this option is only available if no model is loaded in Tabular Editor. If you already loaded a model you can close it under File > Close model. Once you click "Change license key", Tabular Editor will prompt you whether you want to remove the current license:
In the dialog, select **Change license key**. This option is only available when no model is loaded in Tabular Editor. If a model is open, close it under **File > Close model**. Once you click **Change license key**, Tabular Editor prompts you whether you want to remove the current license:

![image](https://user-images.githubusercontent.com/8976200/146754154-e691810b-342d-4311-8278-33da240d8d08.png)

By accepting this, the current license is removed, and you will have to re-enter a license key to use the product.
If you accept, the current license is removed and you re-enter a license key to use the product.

> [!IMPORTANT]
> Once a license key is removed, as described above, the product will not be usable by the current user on that machine until a new license key is entered.

<a name="registry-details"></a>
#### Registry details
> Once a license key is removed, the product is not usable by the current user on that machine until a new license key is entered.

Tabular Editor 3 uses the Windows Registry to store activation details.
## Post-install configuration

To view the current license key assigned to the machine, run the following command in the Windows Command Prompt (Start > Run > cmd.exe):
Tabular Editor 3 provides many configuration options. The default settings are sufficient for most development scenarios, but review the options below.

```cmd
REG QUERY "HKCU\Software\Kapacity\Tabular Editor 3" /v LicenseKey
```
### Check for updates on start-up

You can also use `regedit.exe` (Windows Registry Editor) and navigate to `HKEY_CURRENT_USER\SOFTWARE\Kapacity\Tabular Editor 3` to view and modify the **LicenseKey** and **User** values.
By default, whenever Tabular Editor 3 is launched, the tool checks online to see if a newer version is available. You control how this update check is performed under **Tools > Preferences > Updates and Feedback**.

A system administrator may also proactively assign Tabular Editor 3 licenses to a machine by specifying the **LicenseKey** and **User** values under each user’s `SOFTWARE\Kapacity\Tabular Editor 3` registry key.

![Registry Editor](~/content/assets/images/troubleshooting/registry-editor.png)

### Changing a license key through the registry

If, for any reason, you are unable to change the license key using the procedure outlined above, you can always reset the license assigned to Tabular Editor 3 by using the Registry Editor:

1. Close all instances of Tabular Editor 3.
2. Open the Registry Editor in Windows (Start > Run > regedit.msc).
3. Locate `HKEY_CURRENT_USER\SOFTWARE\Kapacity\Tabular Editor 3` (see screenshot above).
4. Delete all values within this key.
5. Close the Registry Editor and restart Tabular Editor 3.

Alternatively, run the following command in a Windows Command Prompt (Start > Run > cmd.exe):

```cmd
REG DELETE "HKCU\Software\Kapacity\Tabular Editor 3" /va
```

The next time you launch Tabular Editor 3, you will be prompted for a license key, just as when the tool was first installed on the machine.
> [!NOTE]
> Always use the latest version of Tabular Editor 3. Our support team assumes you are on the latest version before submitting a bug report.

### Silent installation and license pre-provisioning
### Opting out of telemetry collection

You can deploy Tabular Editor silently and pre-provision the license through the Windows Registry.
Tabular Editor 3 collects anonymous usage data and telemetry, which helps us improve the product. You opt out at any time by launching Tabular Editor 3 and navigating to **Tools > Preferences > Updates and Feedback**. Uncheck the **Help improve Tabular Editor by collecting anonymous usage data** checkbox to opt out.

1. **Install silently** (no UI, no reboot):
```powershell
msiexec /i TabularEditor.<version>.x64.Net8.msi /qn /norestart /l*v C:\Temp\TE3_install.log
```
![Collect Telemetry](~/content/assets/images/getting-started/collect-telemetry.png)

To include the **AI Assistant** feature, specify the `ADDLOCAL` property. The AI Assistant is not installed by default.
```powershell
msiexec /i TabularEditor.<version>.x64.Net8.msi /qn /norestart ADDLOCAL=MainFeature,AIAssistant /l*v C:\Temp\TE3_install.log
```
### Proxy settings

| MSI Feature | Description | Installed by default |
|-------------|-------------|----------------------|
| `MainFeature` | Core Tabular Editor 3 application | Yes (Required) |
| `AIAssistant` | AI Assistant for Tabular Editor 3 | No |
If you are on a network with limited internet connectivity, specify the address, username, and password of a proxy server under **Tools > Preferences > Proxy Settings**. This is required before Tabular Editor 3 can use any features that rely on outgoing web requests. Specifically:

> [!NOTE]
> When using `ADDLOCAL`, you must include `MainFeature` alongside any optional features. Specifying only `AIAssistant` without `MainFeature` results in an incomplete installation.
- Update checks
- Product activation
- DAX Formatting
- Download of Best Practice Rules from external URLs

You may also use `/package` instead of `/i`. Replace `<version>` with the actual version string. Use the ARM64 MSI if applicable.
> [!TIP]
> The proxy settings can at times interfere with authentication dialog boxes or other external prompts. Try switching the proxy setting between **System** and **None**, then close and reopen Tabular Editor 3 to verify.

For details on available MSI command-line options, see the official Microsoft documentation:
[Microsoft Standard Installer command-line options - Win32 apps | Microsoft Learn](https://learn.microsoft.com/windows/win32/msi/command-line-options)
### Other preferences

2. **Write the license to the Registry** **before the first launch** of the application:
```bat
REM Per-user license key (HKCU)
REG ADD "HKCU\Software\Kapacity\Tabular Editor 3" /v LicenseKey /t REG_SZ /d YOUR-25-CHAR-KEY /f
```
Tabular Editor 3 contains many other settings for controlling application behavior. To learn more, see @preferences.

If you are using an **Enterprise Edition** license key, also set the licensed user’s e‑mail:
```bat
REG ADD "HKCU\Software\Kapacity\Tabular Editor 3" /v User /t REG_SZ /d user@example.com /f
```
## Advanced scenarios

**Notes**
- The installer does **not** accept a license parameter; licensing is handled via the Registry entries above.
- Keys are stored under **HKCU** (per-user). Ensure the commands run in the context of the target user (e.g., via logon script or similar) so the values are written to the correct profile.
- For additional keys and values, see the [Registry details](#registry-details).
For manual (no-internet) activation, registry-based license management, silent deployment, and Enterprise seat administration, see @installation-activation-basic.

## Next steps

- [Overview of Tabular Editor 3's user interface](xref:user-interface)
- @xmla-as-connectivity
- @migrate-from-vs
- @migrate-from-desktop
- @migrate-from-te2
- @installation-activation-basic
79 changes: 47 additions & 32 deletions content/getting-started/index.md
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@@ -1,7 +1,8 @@
---
---
uid: onboarding-te3
title: Welcome
author: Daniel Otykier
author: Morten Lønskov
updated: 2026-05-19
---
# Welcome

Expand All @@ -10,56 +11,70 @@ author: Daniel Otykier
-->
**Thank you for choosing Tabular Editor 3!**

To help you get the most out of the tool, we have collected all of our onboarding material in this getting started section, that we hope you will enjoy. We recommend all new users of Tabular Editor 3 to read through this guide, skipping any topics that they are already familiar with.
To help you get the most out of the tool, we have collected all of our onboarding material in this getting started section. We recommend all new users of Tabular Editor 3 read through this guide, skipping any topics they are already familiar with.

> [!NOTE]
> Some articles in this guide reference Tabular Editor 2, specifically the Command-Line Interface (CLI), for purposes of automated deployment and testing. A standalone CLI application to accompany Tabular Editor 3 is planned for release at a later time.

As this training material is focused on the Tabular Editor product, we assume that you already have a basic understanding of tabular data modeling (using either Power BI Desktop, Visual Studio or Tabular Editor 2.x). If you are new to tabular data modeling, we highly recommend looking into some of the training material and courses offered by third parties such as [sqlbi.com](https://sqlbi.com).
This training material focuses on the Tabular Editor product, so we assume you already have a basic understanding of tabular data modeling (using either Power BI Desktop, Visual Studio, or Tabular Editor 2.x). If you are new to tabular data modeling, we recommend the training material and courses offered by third parties such as [sqlbi.com](https://sqlbi.com).

**Topics covered in this guide:**

- @general-introduction
- @installation-activation-basic
- @migrate-from-vs
- @migrate-from-desktop
- @migrate-from-te2
**Getting Started with Tabular Editor 3**

- @general-introduction
- @getting-started
- @editions
- @training-telearn
- @installation-activation-basic
- @migrate-from-vs
- @migrate-from-desktop
- @migrate-from-te2
- @azure-marketplace
- @editions
- @training-telearn

**Tabular Editor 2**

- @getting-started-te2

**Power BI Desktop & Tabular Editor**

- @desktop-integration
- @desktop-limitations

- @user-interface
- @bpa-view
- @data-refresh-view
- @find-replace
- @macros-view
- @messages-view
- @properties-view
- @tom-explorer-view
- @diagram-view
- @desktop-limitations

**User Interface**

- @user-interface-reference
- @bpa-view-reference
- @data-refresh-view-reference
- @find-replace-reference
- @macros-view-reference
- @messages-view-reference
- @properties-view-reference
- @tom-explorer-view-reference
- @diagram-view-reference

**Parallel development**

- @parallel-development
- @optimizing-workflow-workspace-mode
- @optimizing-workflow-workspace-mode

**Build models faster with Tabular Editor**

- @boosting-productivity-te3
- @importing-tables-data-modeling
- @refresh-preview-query
- @creating-and-testing-dax
- @dax-script-introduction
- @bpa
- @cs-scripts-and-macros
- @personalizing-te3
- @importing-tables-data-modeling
- @refresh-preview-query
- @creating-and-testing-dax
- @dax-script-introduction
- @bpa
- @cs-scripts-and-macros
- @personalizing-te3

**Additional resources:**

- [TE3 reference docs](xref:getting-started)
- [Get Started with Tabular Editor 3](xref:getting-started)
- [Advanced installation and activation](xref:installation-activation-basic)
- [Download Tabular Editor](https://tabulareditor.com/download)
- [Tabular Editor Learn](https://tabulareditor.com/learn)
- [Dedicated support (Enterprise Edition customers only)](mailto:support@tabulareditor.com)
- [Community support](https://github.com/TabularEditor/TabularEditor3/issues)
- [Community discussions](https://github.com/TabularEditor/TabularEditor3/discussions)
- [Community discussions](https://github.com/TabularEditor/TabularEditor3/discussions)
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