1. Curator Styles

    2. Homepage

    3. Titles and Toolbars

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. Error Pages

    4. SSRS Embedding

    5. Explorer

    6. User Customized Metrics

    7. Box Embedding

    8. Forms

    9. Blogs

    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. Import Data

    4. Connecting to Data Manager

    5. User Commenting

    6. 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

    5. Username Mapping

    6. User Sync and Membership Sync Overview

    7. 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. Manual Restoration of Curator Backup

    9. Updating Curator Logging

    10. Third Party Cookies

    11. Troubleshooting Load Times

    12. Tableau API Debugging

    13. Curator Backup

    14. Taking a Manual Full Backup

    1. System Upgrade

    2. Disable Curator Upgrades

    3. Offline Upgrades (Airgapped)

    4. Dependency Updates

    5. 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

    Documentation: Upgrading

    System Upgrade

    There are several easy ways to update Curator.

    To see if Curator needs an update, check the status of your Curator instance on the homepage of the backend, or on the System Upgrade page.

    The "Current Version" will show what software version Curator is currently running and the "Latest Version" will show the latest release available.

    Attention: We recommend taking a Curator Backup before an upgrade. More details can be found here.

    Upgrading Curator

    One-click Upgrade:

    1. Login to the backend of your Curator instance (e.g. https://curator.example.com/backend).
    2. Navigate to the Settings > Curator > System Upgrade section using the left-hand menu.
    3. Click the "Start One-click Upgrade" button.

    Manual Upgrade:

    1. Login to the backend of your Curator instance (e.g. https://curator.example.com/backend).
    2. Navigate to the Settings > Curator > System Upgrade section using the left-hand menu.
    3. Click the "Manual Upgrade" button to display the Manual Upgrade links in the release notes section at the bottom of the page.
    4. Click the link of the version you wish to upgrade to, this will download a .zip file containing the upgrade contents.
    5. Upload the .zip file you just downloaded to the "Upgrade Zip Archive" section and click the "Submit" button.

    Curator API:

    1. Login to the backend of your Curator instance (e.g. https://curator.example.com/backend).
    2. Navigate to the Settings > Curator > API Keys section using the left-hand menu.
    3. Select an existing key or create a new key
    4. If creating a new key, save the key.
    5. From the REST API dropdowns, select 'Portal' in the left dropdown and 'Upgrade' in the right dropdown.
    6. Click the link that was generated below the drop-downs.
    7. This will open a new tab, when upgrade is successful a small success text display will populate.

    Troubleshooting

    Having Issues With the Upgrade? Try our Upgrade Troubleshooting Documentation.

    Multi-version Upgrades (4+ versions)

    We recommend upgrading no more than 3 versions at a time.

    If you plan to make an upgrade to a Curator instance that is more than 4 versions out-of-date, use the version-specific upgrades on the upgrade page, instead of the "One-click upgrade".