1. Titles and Toolbars

    2. Homepage

    3. Curator Styles

    4. Group Overrides

    1. Pages Overview

    2. Tiles

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    5. Explorer

    6. User Customized Metrics

    1. Tutorials

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    3. Managing Menus

    4. Menu Items

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    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: Mail

E-mail Configuration

There are a variety of places that use e-mail settings across Curator. The largest piece is the Report Builder, but you may want to also set up email to get notified when someone fills out a data-manager form. Whatever the case, the e-mail setup will reside almost entirely with your e-mail provide or IT group that manages your mail server. Once you have confirmed with them that you'll be able to utilize their mail service, use the steps below to fill out the details for your e-mail configuration on Curator.

Enabling and Testing Mail Settings:

  1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
  2. Navigate to the Settings > Mail section from the left-hand menu.
  3. Fill out the form using the details provided from your mail administrator.
  4. Save the form.
  5. Ensure the details are accurate by clicking the "Test Saved Settings" and entering your email.
  6. Once you click send, wait up to 5 minutes (and double-check your spam inbox) - if you have not received an e-mail double-check the settings with your mail administrator to ensure everything is set up properly