1. Curator Styles

    2. Homepage

    3. Titles and Toolbars

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. SSRS Embedding

    4. Explorer

    5. User Customized Metrics

    6. Error Pages

    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: Email Option

    3. Report Builder: Watermark Text

    4. Report Builder: Scheduled Reports Option

    1. Automatic License Provisioning

    2. Just-in-time (JIT) Provisioning

    3. Users and Groups

    4. Reset User's Password

    5. User Sync and Membership Sync Overview

    6. Custom Attributes

    1. Frontend User Permissions

    2. Password Change

    3. Password Reset

    4. Password Expiration and Complexity

    5. Bypass Link-preview Security

    1. E-mail Configuration

    2. System Notifications

    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. Updating Curator Logging

    10. Third Party Cookies

    11. Troubleshooting Load Times

    12. Manual Restoration of Curator Backup

    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: System Administration

Import / Export

We provide a simple manual backup process that can help with migrating your Curator content from one environment to another, or to the server as a backup so you don't lose all that hard work.

NOTE: It is NOT recommended you use this method with MSSQL. In that case please work with a DBA to manually migrate any tables you need.

To export your Curator metadata:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on Settings > Curator > Import/Export in the left navigation.
  4. Check the necessary items you need to backup (or click 'Select All' at the top)
  5. Scroll to the bottom of the page and click "Export" and this will download a JSON file you can keep as a backup or use to import your settings to another Curator instance.

To import your Curator metadata:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on Settings > Curator > Import/Export in the left navigation.
  4. Click on the "Import" tab at the top.
  5. Click the "Browse" button to locate the JSON file you exported using the steps above, then click 'Open'.
  6. Select any import options you'd like (it is recommended you check the option for Rollback all changes if an error is encountered)
  7. Click on the "Import" button to import the JSON file.