1. Linux
    2. Windows
    3. IIS (Unavailable)
    1. Authentication Methods Overview
    2. Okta (SAML)
    3. OneLogin (SAML)
    4. Curator Users
    5. Azure AD (SAML)
    6. OneLogin (OIDC)
    7. Multifactor Authentication
    8. Signing SAML Login Requests
    9. Active Directory
    10. Windows LDAP (IIS) - DEPRECATED
    1. Windows SSL (IIS) - DEPRECATED
    2. Force SSL
    3. Linux SSL
    4. Windows SSL
    5. Basic HTTP Authentication
    1. High Availability
    1. Windows
    2. Linux
    1. Forward Proxy
    2. Reverse Proxy
    1. Getting Started
    2. Setting Up Your Portal
    3. Adding Your First Dashboard
    4. Creating Your First Page
    1. REST API Integration
    2. Tableau Cloud Setup
    3. Trusted Tickets
    4. Alternative URL Routing
    5. Tableau Server Repository
    6. Tableau API Debugging
    7. API Connections Overview
    1. (Step 1) Azure App Setup
    2. (Step 2) Service Principal Setup
    3. (Step 3) Power BI Workspace Access
    4. (Step 4) Curator Connection
    5. Troubleshooting Power BI Access
    1. Integrating ThoughtSpot with Curator
    1. Replace Dashboard URLs
    2. Temporarily Disabling Connections
    1. Adding a Dashboard
    2. Generating Titles
    3. Data Export
    4. Custom Views
    5. Email Subscriptions
    6. Share Workbook
    7. Download Workbook
    8. Pause and Resume Changes
    9. URL Action Overrides (Link Target)
    1. Adding a Pulse Metric
    1. Specify Filter Sheet
    2. Filters
    3. Parameters
    4. Hidden Sticky Filters and Parameters
    5. Apply Button
    6. Filter Categories
    7. Caching Filter and Parameter Options
    1. Updating Data Groups
    2. Sending Data to Webhooks
    3. Exporting Data
    4. Data Manager Basics
    5. Creating a Form
    6. Connecting to Data Manager
    7. User Commenting
    8. Field Calculations
    9. Mark Commenting
    10. Importing Data
    11. Web Data Connector (WDC)
    1. Overview and Enabling
    2. Email Option
    3. Scheduled Reports
    4. Fallback Image
    5. Watermark Text
    6. Powerpoint
    1. Curator Styles
    2. Homepage
    3. Titles and Toolbars
    4. Group Overrides
    5. Page Meta Titles (SEO)
    1. Managing Menus
    2. Menu Items
    3. Restrict Access
    4. Tagged Workbooks
    5. Site Switcher
    1. Pages Overview
    2. Looker Embedding
    3. Tiles
    4. Explorer
    5. Forms
    6. Blogs
    7. User Customized Metrics
    8. Manual Embeds (iFrame)
    9. SSRS Embedding
    10. Box Embedding
    11. YouTube Embedding
    1. Files
    1. Hidden Content
    2. Search
    3. Keywords
    4. Favorites
    5. Featuring Content
    6. Thumbnail Preview Images
    1. Loading Screens
    1. Error Pages
    2. Tutorials
    3. Notices
    8. Email Formatting
    1. Users and Groups Overview
    2. User Sync and Membership Sync Overview
    3. Reset User's Password
    4. Frontend Users
    5. Automatic License Provisioning
    6. Just-in-time (JIT) Provisioning
    7. Username Mapping
    8. Custom Attributes
    1. Frontend User Permissions
    2. Password Change
    3. Password Reset
    4. Password Expiration and Complexity
    5. Disabling Link-preview Security
    6. User Throttling
    1. Third Party Cookies
    1. Overview
    2. Password Reset
    1. System Notifications
    2. Data Manager Notifications
    1. Troubleshooting Load Times
    2. Cache Warming
    1. Updating License Key
    1. Web Accessibility
    1. System Upgrade
    2. Disable Curator Upgrades
    3. Offline Upgrades (Airgapped)
    4. Dependency Updates
    5. Troubleshooting Upgrades
    1. Importing and Exporting
    1. Curator Backup
    2. Taking a Manual Full Backup
    3. Manual Restoration of Curator Backup
    1. Disk Speed Metrics
    2. Server Hardening Procedures
    3. Filesystem Permissions
    4. Updating Curator Logging
    5. Linux: Cron Troubleshooting
    1. Curator API Overview
    2. Curator Integration Overview
    1. Integration
    2. Curator API
    3. Tableau API
    4. Content
    5. User API
    6. Authentication
    1. Scripts
    2. Commands
    3. Subscription Routing
    Frontend Quickstart - Homepage
    Frontend Quickstart - Dashboard
    Backend Quickstart - Styling
    Backend Quickstart - Adding Content
    Backend Quickstart - Adding Content (Menu and Navigation)
    Backend Quickstart - Adding Content (Filters, Parameters, Tutorials & Loading Screens)
    Get Started with Curator in 5 Minutes
    Windows Installer
    .htaccess file
    Dockerfile
    API Example: Creating a File (Python)
    Sample Hero Images (jpgs)
    Logging.php file
    1. Menu Tuning
    2. Cache Warming
    1. Password Settings

Upgrading & Migration: 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".