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: Trial Quick Start Guide

      Setting Up Your Portal

      Click on Settings → Curator → Themes → Main Theme

      Click on the Main Theme Global Theme to edit our global theme

      A live view of your Curator site will appear on the screen. We recommend logging into the front end on a separate screen before making any changes so that you can see the changes you make on your Curator site. Keep in mind that your admin account is separate from the front end accounts. Your credentials may be different based on how you choose to authenticate your users. If you are not able to log into the front end then click Settings → Security → Authentication Settings to see how your front end user credentials are being pulled in.

      Live preview:Live preview

      On the left-hand side:

      • Rename your Curator Site (e.g. ACME Analytics Portal)

      • Upload a logo

        • File formats supported: .jpg, .png, .gif, .svg
        • Curator is flexible with image sizes but we recommend wider over taller logos
        • Logo padding by entering pixels or percentages (Ex: 15px or 20%)
          • Tip: use negative padding if you are trying to increase the size of your image

      • Upload a favicon- the icon used in the browser tab

      Favicon example:favicon example

      Logo and Favicon Settings:Logo and Favicon Settings

      Click Save button on the top right or press enter.

      Updating the Navigation Bar

      Click on the Menu tab

      On the left-hand side you’l see various options.

      • Main Menu
        • This lets you inter-change different main menu objects you may have created
        • For now, leave this as default
      • Navigation Type
        • This lets you alter the location of the menu whether Top Navigation, Mega Menu or Side Navigation
      • Navigation Background Color
      • Navigation Text Color
      • Navigation Highlight Color

      There’s other navigation options as well below, but for now, we’ll stick to these main ones.

      Other Settings

      There’s a whole host of other settings including:

      Brand- Site Name, Site Logo and Icons

      Home- Default home page settings

      Global- Search, Alerts, Mobile Settings

      Fonts- Customizable font options

      Menu- Menu design settings

      Titles & Toolbar- Pages titles and toolbar settings

      Dashboards- Dashboard tabs

      Pages- Tile styles, tutorial styles, button options, page margins

      Footer- Footer options