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

Tutorials

Tutorials can be used to explain how to use a page, embedded visualization, or for any other supporting documentation related to content on your Curator site.

They can be shown every time a dashboard is viewed, a fixed number of times the dashboard is viewed, or only when clicked on by a user.

To create a tutorial:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on Content > Tutorials in the left-hand menu. (or in earlier versions Tableau > Tutorials).
  4. Click the "New Tutorial" button.
  5. Enter the title, description and content of the tutorial in the appropriate fields. The content field allows for fully formatted content, including images, links, etc.
  6. Enter the number of times the tutorial should be shown in the "Maximum Views" field.
    • Entering zero in this field means the tutorial will only be shown if the user clicks to see it.
    • Entering -1 in the field means the tutorial will be shown each time the user views the dashboard until they click to not show it again.
  7. You can control the size and location of the tutorial on the page by adjusting the pixel value for width, height, top position and left position. Leave blank to use the system default.
    • Top position is the number of pixels below the top of the page (0px is at the very top)
    • Left position is the number of pixels from the left of the page (0px is at the very left)
  8. A highlighted image can be added by selecting an image from "Highlight Image". Once selected you can control the highlighted section by adjusting the pixel value for top position, left position, right position and bottom position.
    • Pixel value determines the size of highlighted area, starting from the top left. For example, if top position is 10px and bottom position is 100px, the highlighted area will start 10px below the top of the image and end 100px below the top.
  9. Multiple slides can be created by clicking "Add New Item"
  10. Click the "Create" button.

To select a default tutorial for all dashboards:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on the Settings > Curator > Portal Settings in the left-hand menu.
  4. In the Portal Settings page, click on the "General" tab at the top.
  5. Select the desired tutorial in the "Global Tutorial" field under the "Global Settings" section.
  6. Click the "Save" button.

To set a tutorial for a specific dashboard:

  1. While editing the dashboard, click on the "Misc" tab.
  2. Expand the "Education" section.
  3. Select the desired tutorial.
  4. Click the "Save" button.

To view the tutorial:

  1. Navigate to the frontend of the system (e.g. https://www.site.com).
  2. Log in if prompted.
  3. Navigate to the desired dashboard by using the navigation menu.
  4. If configured to be automatically shown, the tutorial should appear in the middle of the screen.
  5. If not configured to be automatically shown, click on the tutorial icon at the top right portion of the screen.