1. Titles and Toolbars

    2. Homepage

    3. Curator Styles

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. Error Pages

    4. SSRS Embedding

    5. Explorer

    6. User Customized Metrics

    1. Tutorials

    2. Search

    3. Managing Menus

    4. Menu Items

    5. Keywords

    6. Files

    7. Notices

    8. Loading Screens

    1. Embedded Tableau Server Views

    2. Thumbnails

    3. Tagged Workbooks

    4. Favorites

    5. Email Subscriptions

    6. Data Export

    7. Download Workbook

    8. Share Workbook

    9. Custom Views

    10. Pause/Resume Changes

    11. Dashboard Titles

    1. Filters

    2. Parameters

    3. Apply Button

    4. Filter Categories

    5. Hidden Sticky Filters/Parameters

    6. Specify Filter Sheet

    7. Mark Commenting

    8. URL Action Overrides (Link Target)

    9. Hidden Dashboards

    10. Replace Dashboard URLs

    11. Site Switcher

    12. Cache Filter/Parameter Options

    1. Data Manager Basics

    2. Web Data Connector (WDC)

    3. Connecting to Data Manager

    4. User Commenting

    5. Field Calculations

    1. Overview and Enabling

    2. Report Builder: Scheduled Reports Option

    3. Report Builder: Email Option

    4. Report Builder: Watermark Text

    1. Automatic License Provisioning

    2. Just-in-time (JIT) Provisioning

    3. Users and Groups

    4. Reset User's Password

    1. Frontend User Permissions

    2. Password Change

    3. Password Reset

    4. Password Expiration and Complexity

    1. E-mail Configuration

    1. Force SSL

    2. Trusted Tickets

    3. Basic HTTP Authentication

    1. Import / Export

    2. Backend Users

    3. Frontend Users

    4. Updating License Key

    5. Linux: Cron Troubleshooting

    6. Filesystem Permissions

    7. Backend Administrator Password Reset

    8. Dependency Updates

    9. Manual Restoration of Curator Backup

    10. Updating Curator Logging

    11. Third Party Cookies

    12. Troubleshooting Load Times

    13. Curator Backup

    14. Taking a Manual Full Backup

    1. System Upgrade

    2. Disable Curator Upgrades

    3. Offline Upgrades (Airgapped)

    4. Troubleshooting Upgrades

    1. Scripts

    2. Commands

    3. Subscription Routing

    1. Curator API Overview

    2. Integration

    3. Curator API

    4. Tableau API

    5. Content

    6. User API

    1. Username Mapping

Documentation: Content Management

Menu Items

To Create a Navigation menu item:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Navigate to the Content > Navigation section from the left-hand menu.
  3. Expand/collapse the navigation using the carets to find the menu you would like to edit - or click "New Menu Link" to create a new item.
  4. From the Create New / Update Link page, you can create/modify your new menu item as you'd like.
  5. Once your menu items have been created, visit the Reorder page by navigating to the Content > Reorder Navigation section from the left-hand menu.
  6. Click and hold the dots ⠀ to drag/drop your menu items and reorder them as you'd like

Link Types

Dashboard
The dashboard type is used to link to existing dashboards. See the Embedded Tableau Server Views section for more information.

Data Manager
The data manager type is used to link to a front-end enabled data manager page. See the Data Manager section for more information.

Dropdown Placeholder
The dropdown placeholder type is used to create a grouping or level in the multilevel navigation. Doesn't contain a link and only displays text.

File
The file type links to a file that has been uploaded to the site. See the File section for more information.

Keyword
The keyword type is used to create a link to a listing of content tagged with a specified keyword.

Menu Page
The menu page type allows you to enter the name of a menu item. The menu link will then take you to a page that displays all of the dashboards directly under (one menu level) the specified menu item. Similar to a keyword page.

Project
The project type is used to mark the spot within the navigation where Dashboards will be synced to from the chosen Project. These Dashboards will be created and configurable in the Dashboards area of the Backend. Note that the project link will place all Dashboards as siblings to itself. More info on this can be found here.

Projects The projects type will automatically find all the available Workbooks from the specified Site for the logged in user and places links to view them within Curator in the navigation, organized beneath dropdown placeholders named after the Project they came from. This will not add Dashboards to the Curator backend as opposed to the project type. Note: if the user has access to many Workbooks (Site Admin or Server Admin) this will generate many links.

Page
The page type is used to link to a static page. See the Pages section for more information.

Tag
The tag type is used to automatically create links to any tableau server workbooks which have been tagged with a specific name. See the Tagged Workbooks section for more information.

Web Edit
The web edit type is used to create a link to the tableau server web editor for a specified dashboard.

Workbook
The workbook link type imports in all of the dashboards from a workbook as menu items. It will also automatically pull in future dashboards added to the workbook.

Workbooks
The workbooks link type imports in all of the dashboards from all workbooks in a project as menu items. It will also automatically pull in future dashboards added to the project.

Custom URL
This link type is used to create a link to a custom URL. Extra options are provided to customize this like opening the link in a new tab or the same tab.

External URL
This link type is used to create a link to an external URL. This is a slimmed-down version of the Custom URL.

NOTE: If you are adding a link that is external to your Curator instance, ensure that you prepend the proper protocol to your URL. For example, to add interworks.com use 'http://www.interworks.com', or 'https://www.interworks.com'.