1. Linux
    2. Windows
    3. IIS (Unavailable)
    1. Authentication Methods Overview
    2. Okta (SAML)
    3. OneLogin (SAML)
    4. Curator Users
    5. Azure AD (SAML)
    6. OneLogin (OIDC)
    7. Multifactor Authentication
    8. Signing SAML Login Requests
    9. Active Directory
    10. Windows LDAP (IIS) - DEPRECATED
    1. Windows SSL (IIS) - DEPRECATED
    2. Force SSL
    3. Linux SSL
    4. Windows SSL
    5. Basic HTTP Authentication
    1. High Availability
    1. Windows
    2. Linux
    1. Forward Proxy
    2. Reverse Proxy
    1. Getting Started
    2. Setting Up Your Portal
    3. Adding Your First Dashboard
    4. Creating Your First Page
    1. REST API Integration
    2. Tableau Cloud Setup
    3. Embed Authentication
    4. Trusted Tickets
    5. Alternative URL Routing
    6. Tableau Server Repository
    7. Tableau API Debugging
    8. API Connections Overview
    1. (Step 1) Azure App Setup
    2. (Step 2) Service Principal Setup
    3. (Step 3) Power BI Workspace Access
    4. (Step 4) Curator Connection
    5. Troubleshooting Power BI Access
    1. Integrating ThoughtSpot with Curator
    1. Replace Dashboard URLs
    2. Temporarily Disabling Connections
    1. Share Workbook
    2. Adding a Dashboard
    3. Tableau Worksheets and Stories
    4. Generating Titles
    5. Data Export
    6. Custom Views
    7. Email Subscriptions
    8. Download Workbook
    9. Pause and Resume Changes
    10. URL Action Overrides (Link Target)
    11. Dashboard Settings
    1. Adding a Pulse Metric
    1. Preloading Filters and Parameters
    2. Specify Filter Sheet
    3. Filters
    4. Parameters
    5. Hidden Sticky Filters and Parameters
    6. Apply Button
    7. Filter Categories
    8. Caching Filter and Parameter Options
    1. Updating Data Groups
    2. Sending Data to Webhooks
    3. Web Data Connector (WDC)
    4. Exporting Data
    5. Data Manager Basics
    6. Creating a Form
    7. Connecting to Data Manager
    8. User Commenting
    9. Field Calculations
    10. Mark Commenting
    11. Dashboard Feedback
    12. Importing Data
    1. Overview and Enabling
    2. Email Option
    3. Scheduled Reports
    4. Fallback Image
    5. Watermark Text
    6. Powerpoint
    1. Curator Styles
    2. Homepage
    3. Titles and Toolbars
    4. Group Overrides
    5. Page Meta Titles (SEO)
    1. Managing Menus
    2. Menu Items
    3. Restrict Access
    4. Tagged Workbooks
    5. Site Switcher
    1. Pages Overview
    2. Looker Embedding
    3. Tiles
    4. Explorer
    5. Forms
    6. Blogs
    7. User Customized Metrics
    8. Manual Embeds (iFrame)
    9. SSRS Embedding
    10. YouTube Embedding
    1. Files
    1. Hidden Content
    2. Search
    3. Keywords
    4. Favorites
    5. Featuring Content
    6. Thumbnail Preview Images
    1. Loading Screens
    1. Error Pages
    2. Tutorials
    3. Notices
    8. Email Formatting
    1. Users and Groups Overview
    2. User Sync and Membership Sync Overview
    3. Reset User's Password
    4. Frontend Users
    5. Automatic License Provisioning
    6. Just-in-time (JIT) Provisioning
    7. Username Mapping
    8. Custom Attributes
    1. Frontend User Permissions
    2. Password Change
    3. Password Reset
    4. Password Expiration and Complexity
    5. Disabling Link-preview Security
    6. User Throttling
    1. Third Party Cookies
    1. Overview
    2. Password Reset
    1. System Notifications
    2. Data Manager Notifications
    1. Troubleshooting Load Times
    2. Cache Warming
    1. Updating License Key
    1. Web Accessibility
    1. System Upgrade
    2. Disable Curator Upgrades
    3. Offline Upgrades (Airgapped)
    4. Dependency Updates
    5. Troubleshooting Upgrades
    1. Importing and Exporting
    1. Curator Backup
    2. Taking a Manual Full Backup
    3. Manual Restoration of Curator Backup
    1. Updating Curator Logging
    2. Disk Speed Metrics
    3. Server Hardening Procedures
    4. Filesystem Permissions
    5. Linux: Cron Troubleshooting
    1. Curator API Overview
    2. Curator Integration Overview
    1. Integration
    2. Curator API
    3. Tableau API
    4. Content
    5. User API
    6. Authentication
    1. Scripts
    2. Commands
    3. Subscription Routing
        1. Menu Tuning
        2. Cache Warming

      Setup: Authentication

      Azure AD (SAML)

      Provisioning Users on Azure AD

      For provisioning users with Azure AD, you will need to have a user created in both Azure AD and Tableau Server - their username's must match (the "Application username format" step in #4 below).

      Once the user logs in, their username in Azure needs to match exactly the username of a user on Tableau Server.

      1. Curator Setup

      If you have not installed Curator you can do this with the commands in the Installation documentation.

      Also ensure you have connected to your Tableau Server instance following the Tableau Server connections steps.

      2. Tableau Setup

      Tableau Cloud Tableau has excellent documentation on connecting Azure AD to Tableau Cloud. https://help.tableau.com/current/online/en-us/saml_config_azure_ad.htm

      Make sure to follow the additional setup steps in the Tableau Cloud documentation.

      Tableau Server To ensure that after a user signs in to SAML via Curator they do not have to re-sign in to the embedded Tableau Server Dashboard:

      On your Tableau Server run the command below:

      ```bash
tsm configuration set -k wgserver.saml.iframed_idp.enabled -v true
```

      Next, either run:

      ```bash
tsm pending-changes apply
tsm restart
```

      Or open TSM in your browser and click Pending Changes at the top of the page then click 'Apply Changes and Restart'.

      3. Azure App Creation

      The app you create here will be in addition to the one you already setup for Tableau.

      Create your Azure App

      1. Login to https://portal.azure.com
      2. In the search bar search for "Azure Active Directory" and click the result that matches from the result list.
      3. From the left-hand menu click "Enterprise Applications"
      4. Click "Create a new application"
      5. Click the "+ Create your own application"
      6. Enter a name for your app and select the non-gallery option - We recommend the name Curator
      7. Click "Create"

      4. Azure to Curator Configuration

      Import Curator Metadata to your Azure App

      1. Login to the backend of your Curator instance (e.g. http://curatorexample.com/backend)
      2. Navigate to the Settings > Security > Authentication Settings section from the left-hand menu.
      3. Change the "Authentication Type" to SAML
      4. This will expose two buttons, click the "Download SAML Metadata" button, and save the file somewhere you can soon retrieve.
      5. Return to the app you created in the steps above in the Azure portal, and from the left-hand navigation click "Single sign-on".
      6. At the top click "Upload metadata file" and upload the file you downloaded from Curator in step #4 here.

      Import Azure Metadata to your Curator Instance

      1. Continuing from the steps above, while still on the same page find the section of the page titled "SAML Signing Certificate" and click the "Download" link next to Federation Metadata XML
      2. Save this file.
      3. Click the "Import SAML Metadata" button and follow the steps to upload the file downloaded in step #7.
      4. After the file is uploaded, ensure your Authentication Type is still set to SAML and re-save your settings.

      Troubleshooting Attributes and Claims

      In many cases you will need to adjust the "Attributes and Claims" section on your app by adding a new claim with the name "username". If you see an error on logging in after setting up saying "User [username] not found" the [username] is what Azure is sending to Curator. That must match exactly the username found on Tableau Server.

      Note: If you have already created a Tableau app in Azure and your authentication is running successfully, then simply ensure the Attributes and Claim and configuration of your Curator app matches exactly the setup you have for your Tableau app.

      Troubleshooting Tableau Login If a Tableau login button appears where a Dashboard should be after configuring SAML, be sure to follow the steps to enable iFrame embedding in the following document: https://help.tableau.com/current/online/en-us/saml_config_okta.htm#optional-enable-iframe-embedding