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Last Updated: 2023-01-27 17:23:04

Setup Setup > Installation Installation

Linux

AWS EC2 Process If you need help creating and connecting to an AWS EC2 instance from Windows using Putty, view this documentation: https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/putty.html Aut...

Setup Setup > Installation Installation

Windows

Automatic Installation Download the installer for Windows (Apache) by clicking here. From the web server, right-click and Run as Administrator If you would like to change the install path, click &quo...

Setup Setup > Installation Installation

IIS (Unavailable)

Installer Unavailable Curator no longer supports new installations on IIS. Instead, download the installer for Windows. NOTE: If you already have IIS installed, Curator's support team will continue to...

Setup Setup > Authentication Authentication

Authentication Methods Overview

When using Curator to embed content from other applications (e.g. Tableau, PowerBI) Curator relies on those systems to authorize a user to see and interact with content that is embedded in Curator. ...

Setup Setup > Authentication Authentication

Okta (SAML)

Provisioning Users on Okta For provisioning users with Okta, you will need to have a user created in both Okta and Tableau server - their username's must match (the "Application username format&q...

Setup Setup > Authentication Authentication

OneLogin (SAML)

1. Server Setup If the server is not already setup for web traffic, install Apache, MySQL, PHP, and dependencies. You can do this with the commands in the setup documentation. 2. Tableau Online Setup ...

Setup Setup > Authentication Authentication

Windows LDAP (IIS) - DEPRECATED

LEGACY SYSTEMS ONLY Curator no longer supports new installations on IIS For current information on how to set up Active Directory on Windows, please see our Active Directory documentation. Only use...

Setup Setup > Authentication Authentication

Curator Users

If you would like to use SAML for authentication with your Curator users, but do not want to use a 3rd party tool (e.g. Okta) you're in luck - you can utilize Curator as your Identity Provider (IdP)! ...

Setup Setup > Authentication Authentication

Azure AD (SAML)

Provisioning Users on Azure AD For provisioning users with Azure AD, you will need to have a user created in both Azure AD and Tableau server - their username's must match (the "Application usern...

Setup Setup > Authentication Authentication

OneLogin (OIDC)

OneLogin Setup Go to the Applications page in the Administration area of OneLogin and click "Add App." Enter "oidc" in the search bar and select "OpenId Connect (OIDC)."...

Setup Setup > Authentication Authentication

Multifactor Authentication

If your Curator system is using a Curator-based authentication form, multifactor authentication is available utilizing Google Authenticator. After enabling multifactor authentication, users will be pr...

Setup Setup > Authentication Authentication

Signing SAML Login Requests

Before We Begin This is an optional step in addition to configuring Curator for SAML authentication. See these links for help configuring SAML within Curator first: Okta OneLogin AzureAD Configurin...

Setup Setup > Authentication Authentication

Active Directory

Web Server Setup (Apache) Find the curator.conf file (default location is C:\InterWorks\Curator\curator.conf). Un-comment the lines (by deleting the # at the front of the line) starting at LoadMod...

Setup Setup > SSL SSL

Windows SSL (IIS) - DEPRECATED

LEGACY SYSTEMS ONLY Curator no longer supports new installations on IIS In IIS Manager, on the left-hand pane, select the server (note: not the site). On the server Home page double-click Server C...

Setup Setup > SSL SSL

Force SSL

Force SSL (https) will force all HTTP request to be https instead. This will require you to set up SSL certificates first before enabling the feature. Otherwise, the site will run into an issue. To en...

Setup Setup > SSL SSL

Linux SSL

First, find your curator.conf file. For Ubuntu installations, this is located in /etc/apache2/sites-enabled. For all other Linux distributions, this file is located in /etc/httpd/conf.d/curator.conf...

Setup Setup > SSL SSL

Windows SSL

Find the curator.conf file (default location is C:\InterWorks\Curator\curator.conf). Locate the references in the file (listed below) and replace your new .crt, .pem, and .key files where they are re...

Setup Setup > SSL SSL

Basic HTTP Authentication

Basic HTTP Authentication provides a secondary browser-level authentication system. Usually used to secure non-production setups. To enable the Basic HTTP Authentication: Navigate to the backend of t...

Setup Setup > Mail 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-man...

Setup Setup > High Availability High Availability

High Availability

Infrastructure Curator can be configured to run in a high availability (HA) infrastructure to ensure better "up time" for your users as well as handling more concurrent user load. The stand...

Setup Setup > Central Dispatch Central Dispatch

Windows

Windows Central Dispatch Each section below has steps you can follow, all steps must be followed to set up Central Dispatch accordingly. 1. Curator install and folder Creation Install Curator using A...

Setup Setup > Central Dispatch Central Dispatch

Linux

Install Curator using Linux installer like usual. You can make a new directory called centraldispatch at /var/www and move the contents of the webroot (/var/www/html) there or you can leave it...

Setup Setup > Proxy Configuration Proxy Configuration

Forward Proxy

Curator utilizes internet access to connect to Tableau Server as well as Curator's web servers for updates. When configured without outbound internet access, Curator upgrades must be performed manuall...

Setup Setup > Proxy Configuration Proxy Configuration

Reverse Proxy

When installing Curator, you may wish to place Curator behind a reverse proxy or load balanced solution. Healthchecks Healthchecks should be run against the /ping route instead of simply the base / ...

Setup Setup > Trial Quick Start Guide Trial Quick Start Guide

Getting Started

Introduction Welcome to our comprehensive guide on building an analytics portal in Curator —a powerful tool that will empower you to make data-driven decisions and unlock valuable insights within your...

Setup Setup > Trial Quick Start Guide Trial Quick Start Guide

Setting Up Your Portal

Updating your Brand Theme Click on Settings → Curator → Themes → Main Theme Click on the Main Theme Global Theme to edit our global theme A live view of your portal will appear on the screen. We recom...

Setup Setup > Trial Quick Start Guide Trial Quick Start Guide

Adding Your First Dashboard

Connecting your Server to Curator Click on Integrations → Connections Click on New Connection button Name Name your connection Slug This slug (url extension) will auto-generate but can be customiz...

Setup Setup > Trial Quick Start Guide Trial Quick Start Guide

Creating Your First Page

Adding a New Page Click on Content → Pages → New Page To get started, enter a page title and toggle whether you want to show or hide it. Page Builder To get started with the page builder, click the + ...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

Tableau API Debugging

Sometimes there are issues that are hard to diagnose without seeing exactly which API calls Curator is making to Tableau and what responses Curator is getting back from Tableau. To log all of those A...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

REST API Integration

Curator leverages Tableau’s REST API to communicate with your Tableau Server or Tableau Cloud Site to retrieve data related to your reports and users, so it can display the right information to the ri...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

Trusted Tickets

Curator can take advantage of trusted ticket authentication. By default, if the Tableau Server workbook views which are embedded in dashboards require a login, the user will be prompted for their user...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

Tableau Cloud Setup

1. Server Setup Follow the steps in the Tableau Connection Setup section to get connected to your Tableau Server. 2. Connected App Setup As of the 01-04-23 Curator release, Tableau Cloud's connected a...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

Alternative URL Routing

Curator connects to Tableau Server to verify a user's access and permissions. Sometimes, Tableau Server is configured to live behind a "Reverse Proxy". There are many reasons why this config...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

Using Postman to Test Connection

Sometimes, it's difficult to establish a connection to Tableau and the reason why isn't clear. One method to help rule out bugs in Curator is to use the Postman application to directly make the API c...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

Tableau Server Repository

Sometimes (but very rarely) you may need to connect directly to Tableau Server's repository. Generally this is recommended when your user-count is very high (5000+ users), your Tableau Server connect...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

Supported Tableau Server Versions

Curator supports Tableau Server version 2019.1 and on. This includes the latest version of Tableau Server as well. Due to the fact that each new version of Tableau Server includes the older versions o...

Creating Integrations Creating Integrations > Tableau Connection Tableau Connection

API Connections Overview

To use Tableau REST API calls we need access to a Tableau Site or Server Admin account. Curator’s API calls need a user that has high-level permissions to check another user’s permissions, access all ...

Creating Integrations Creating Integrations > Power BI Connection Power BI Connection

Azure App Setup

Creating an App within the Azure Portal Log in to the Azure Portal (https://portal.azure.com). Search for “App Registrations” to start the process. You will need to provide a redirect URI during thi...

Creating Integrations Creating Integrations > Power BI Connection Power BI Connection

Service Principal Setup

Create a Service Principal with Password A service principal is needed to query your Power BI tenant to get lists of dashboards and reports, which aid in easily publishing those elements to Curator. ...

Creating Integrations Creating Integrations > Power BI Connection Power BI Connection

Curator Connection

If your InterWorks Portal has the Power BI plugin, you can connect it to your Power BI content by configuring the Power BI settings: Note: You will need details from your Azure app and your service pr...

Creating Integrations Creating Integrations > ThoughtSpot Connection ThoughtSpot Connection

Integrating ThoughtSpot with Curator

If your InterWorks Portal has the ThoughtSpot plugin, you can follow this guide to connect to your ThoughtSpot instance. Preparing ThoughtSpot Verify your ThoughtSpot admin has enabled either SAML SS...

Creating Integrations Creating Integrations > Updating Connections Updating Connections

Replace Dashboard URLs

You can find/replace URLs in bulk. If you are modifying your overall Tableau Server Connection settings you may need to update the URL on your Tableau Server Settings or update your REST API connecti...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Download Workbook

Curator can allow users to download the Tableau workbook. To enable workbook downloads: Navigate to the backend of the system (e.g. https://www.site.com/backend). Log in if prompted. Click on the Set...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Share Workbook

Curator can allow users to share the Tableau workbook. To enable workbook sharing: Navigate to the backend of the system (e.g. https://www.site.com/backend). Log in if prompted. Click on the Settings...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Custom Views

Curator can allow users to save a custom view of a dashboard, which will include any applied filters and parameters, and then load it again at a later date. To enable custom views: Navigate to the ba...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Adding a Dashboard

Curator excels at showcasing embedded Tableau dashboards as a seamless part of your Curator site. *Note: Due to limitations in Tableau's JS API we do not support embedding worksheets. We recommend ad...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Generating Titles

When viewing dashboards via Curator, you can choose whether or not the page title is retrieved from the name you have entered in the edit-dashboard page or the name of the dashboard on Tableau Server....

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Data Export

There are multiple ways for end-users to export data from Curator. The current Dashboard data-exports all utilize Tableau's standard export functionality with some optional overrides. Check out the ...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Email Subscriptions

Curator allows users to subscribe to dashboards where updates to the underlying Tableau Server views will be emailed to them on a set schedule. Known Limitations There is currently a limitation in Tab...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

Pause/Resume Changes

Curator can allow users to pause a dashboard so that multiple changes (e.g. applying multiple filters) can be made before the dashboard is refreshed. To enable dashboard pausing: Navigate to the back...

Embedding & Using Analytics Embedding & Using Analytics > Tableau Dashboards Tableau Dashboards

URL Action Overrides (Link Target)

When a URL action gets triggered in Curator, there are different settings that allow Curator to handle these actions in a more sophisticated manner directing your users to the location they want to en...

Embedding & Using Analytics Embedding & Using Analytics > Filters & Parameters Filters & Parameters

Specify Filter Sheet

Curator provides the ability to get your filter options from the data. The standard dynamic filtering looks at the first worksheet loaded. However, you may have multiple data sources compromising your...

Embedding & Using Analytics Embedding & Using Analytics > Filters & Parameters Filters & Parameters

Filters

Filters are used to filter the underlying data in a dashboard. They can even be shared with more than one dashboard. To create a filter: Navigate to the backend of the system (e.g. https://www.site.c...

Embedding & Using Analytics Embedding & Using Analytics > Filters & Parameters Filters & Parameters

Parameters

Parameters are used for various purposes within a dashboard. The system provides a user-friendly way to enter and change the parameter values for dashboards. Parameters can even be shared with more th...

Embedding & Using Analytics Embedding & Using Analytics > Filters & Parameters Filters & Parameters

Hidden Sticky Filters/Parameters

Hidden sticky filters and parameters are used to remember the filter/parameter values a user selects across the system, without showing up in the filters list on a dashboard. You can blacklist sheets ...

Embedding & Using Analytics Embedding & Using Analytics > Filters & Parameters Filters & Parameters

Apply Button

Each Filter and Parameter gets applied as soon as their values are changed. When you have many filters and parameters, this can become time-consuming. To alleviate this issue we have created the &quot...

Embedding & Using Analytics Embedding & Using Analytics > Filters & Parameters Filters & Parameters

Filter Categories

Filter Categories can group filters/parameters together under a specific category. When the dashboard filter pop out is rendered on the right side, it will group all of the filters/parameters together...

Embedding & Using Analytics Embedding & Using Analytics > Filters & Parameters Filters & Parameters

Caching Filter/Parameter Options

Curator has the ability to populate the filter and parameter options from the dashboard's data by using the "Get Filter Options from data". This option is normally only enabled when you have...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Data Manager Basics

Data Manager allows you to create forms for users to fill out, and to store that data for retrieval later. These forms can even retrieve data-points that users click on in a Tableau dashboard to be s...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Updating Data Groups

If you have been using your Data Group and frontend users have input information diligently, you might find out that you need extra pieces of information on top of what you are gathering to drive your...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Exporting Data

You can export the collected data collected by the Data Manager by using the Data Manager Export options. Download as CSV - Backend users only In the backend, you need an administrator account with D...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Creating a Form

Once you have reviewed the data manager basics and have created your underlying structure of the data you'd like to capture from your users, you can refer to the Forms documentation on how to add a fo...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Connecting to Data Manager

When using Data Manager you will likely need to connect to the underlying database that stores the data input by your users. You can find the connection information on the "Data Group" edit...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

User Commenting

User Commenting provides the option to allow comments on individual dashboards, pages, and mixed content pages. The Data Manager must be enabled to use the "User Commenting" feature. To enab...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Field Calculations

Preforms some formula calculations on fields like addition, subtraction, multiplication, division, and concatenate with a separator. For more on this check out our blog post. Navigate to the backend ...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Mark Commenting

Curator can allow you to capture input from a user after they select a specific data point on your dashboard. Once you associate a Data Group with a specific field/column from your dashboard, any tim...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Importing Data

If you already have data collected somewhere else for your form and want to bring everything together in your Curator table, use the Data Manager Batch Import option. Using Batch Import In the backen...

Embedding & Using Analytics Embedding & Using Analytics > Data Manager Data Manager

Web Data Connector (WDC)

The Web Data Connector allows you to connect easily to your Data Manager tables and a few usage statistics. The Data Manager needs to be only enabled if you want to connect to your Data Manager tables...

Embedding & Using Analytics Embedding & Using Analytics > Report Builder Report Builder

Overview and Enabling

The system can allow users to export one or more dashboard snapshots as a Microsoft PowerPoint or PDF presentation. This functionality requires that trusted ticket authentication is enabled and it onl...

Embedding & Using Analytics Embedding & Using Analytics > Report Builder Report Builder

Email Option

This feature allows the frontend user to email their newly created report to multiple individuals. The Report Builder Email Option requires that the Report Builder feature is enabled and that Curator ...

Embedding & Using Analytics Embedding & Using Analytics > Report Builder Report Builder

Scheduled Reports

The Scheduled Reports feature allows you to set a report to be sent out via email on a recurring schedule. This feature does require that the Report Builder and Report Builder: Email Option be turned ...

Embedding & Using Analytics Embedding & Using Analytics > Report Builder Report Builder

Watermark Text

With Watermark Text, you can add your own custom text to the bottom left of every image exported out by the Report Builder feature. To enable the Watermark Text: Navigate to the backend of the system...

Site Content & Design Site Content & Design > Theme Theme

Curator Styles

Curator allows controls related to your site design across all content types, however having a central place to modify styles that will impact every page your user visits allows you to create a standa...

Site Content & Design Site Content & Design > Theme Theme

Homepage

Curator allows you to create unique web pages using Curator's page builder to customize the layout and content of any page on your site. This is particularly useful when creating your homepage to ens...

Site Content & Design Site Content & Design > Theme Theme

Titles and Toolbars

The title and toolbar location, for most options, are dependent upon one another for the styling of your site. While titles help your users understand where they are and what they are looking at, To...

Site Content & Design Site Content & Design > Theme Theme

Group Overrides

When using Curator, you may want to surface different content to different users. You can achieve this using Curator's Group Overrides. Whether you want to show a homepage to a certain subset of use...

Site Content & Design Site Content & Design > Theme Theme

Page Meta Titles (SEO)

Meta Titles Meta titles play a crucial role in the realm of Search Engine Optimization (SEO) and website usability. When displayed in search engine results or shared links via internal communication t...

Site Content & Design Site Content & Design > Menus Menus

Managing Menus

You can only display one top-level menu item at a time. It is recommended that you nest your entire navigation under the default 'Main Menu' parent-item or create a new "Dropdown Placeholder&quot...

Site Content & Design Site Content & Design > Menus Menus

Menu Items

To Create a Navigation menu item: Navigate to the backend of the system (e.g. https://www.site.com/backend). Navigate to the Content > Navigation section from the left-hand menu. Expand/collapse t...

Site Content & Design Site Content & Design > Menus Menus

Restrict Access

When you add a dashboard or other content brought in from connected integrations like Tableau, Curator will inherit the security settings from those integrations. However, you may want to override t...

Site Content & Design Site Content & Design > Menus Menus

Tagged Workbooks

The system can automatically create dashboards for any workbooks that have a matching tag on the associated Tableau Server. It will poll the Tableau Server every 10 minutes to check for any newly tag...

Site Content & Design Site Content & Design > Menus Menus

Site Switcher

Some Tableau Servers have different sites with different dashboards associated with those sites. The site switcher allows a frontend user to filter the dashboards in the navigation by Tableau Site fro...

Site Content & Design Site Content & Design > Pages Pages

Pages Overview

When adding content from your analytics environments, Curator will automatically create default template pages for you. These can be accessed via the edit page of those individual pieces of content. ...

Site Content & Design Site Content & Design > Pages Pages

Tiles

Creating a central location to link all of the content users have access to is a breeze with Curator's tiles feature. You can bring in content that pulls across different source-systems, from Curator...

Site Content & Design Site Content & Design > Pages Pages

Explorer

Explorer is an interactive and dynamic tile layout element that can be added in the Page Builder. It provides users the ability to search and filter displayed content. Filters utilize keywords to get ...

Site Content & Design Site Content & Design > Pages Pages

Forms

Whether it's storing small data-sets from around your business, getting valuable feedback from your users, or creating a simple contact-us / request access form Curator's data manager has the web form...

Site Content & Design Site Content & Design > Pages Pages

Blogs

When using Curator, you may need to notify your audience about udpates related to news in your business or may need to help break down important concepts, and allow those updates to be highlighted in ...

Site Content & Design Site Content & Design > Pages Pages

User Customized Metrics

User Customized Metrics gives your users the ability to customize their landing page with their desired dashboards that will be displayed in a grid layout. For the best experience it’s recommended to ...

Site Content & Design Site Content & Design > Pages Pages

Manual Embeds (iFrame)

Sometimes you need to go beyond Curator's standard embedding capabilities and embed content from your unique or legacy systems into Curator. That's where Curator's Manual Embeds feature comes to the ...

Site Content & Design Site Content & Design > Pages Pages

SSRS Embedding

Getting the Report URL In your web browser, navigate to the SSRS report you wish to embed within Curator. Once the report has loaded, copy the link in the URL bar of your browser. Adding SSRS to a Cu...

Site Content & Design Site Content & Design > Pages Pages

Box Embedding

Getting the Embed Widget In your web browser, navigate to your box environment from which you wish to embed a folder within Curator. In the row of your folder, hover over the right-hand-site, click o...

Site Content & Design Site Content & Design > Files Files

Files

Files The system supports adding downloadable files and linking to them using the regular navigation menu process. File access can be restricted based on Groups from the Tableau Server. Search keyword...

Site Content & Design Site Content & Design > User Notifications User Notifications

Error Pages

When things go wrong, you want to be sure to send the right messages to your audience. By default, Curator has error pages that will let users know when they don't have access, they visit a broken li...

Site Content & Design Site Content & Design > User Notifications User Notifications

Tutorials

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 ...

Site Content & Design Site Content & Design > User Notifications User Notifications

Notices

Curator supports adding a text banner across the top of individual pages. These can either be created on a per-menu-item basis, or set globally to appear across every page on your site. To create a no...

Site Content & Design Site Content & Design > Content Discovery Content Discovery

Hidden Content

Sometimes we have dashboards that we don't want to display on the front page or in our search results. In these cases, we can enable the Hidden switch. When hidden, the dashboard should only be access...

Site Content & Design Site Content & Design > Content Discovery Content Discovery

Search

The frontend search functionality helps explore your Curator content or access specific content directly without navigating through the menus. To enable search: Navigate to the backend of the system...

Site Content & Design Site Content & Design > Content Discovery Content Discovery

Keywords

Keywords can be associated with dashboards, pages, individual files, and menu items. These keywords can be utilized in the Search and Explorer feature when pulling in results, as well as when determin...

Site Content & Design Site Content & Design > Content Discovery Content Discovery

Favorites

Curator has the ability to mark dashboards as favorites. Favorited dashboards will show up first on the home page once the user logs in. This functionality requires any authentication method other th...

Site Content & Design Site Content & Design > Content Discovery Content Discovery

Featuring Content

The landing page typically shows an assortment of many different dashboards from the site. These displays will show favorited and featured dashboards first before others. While Favorited dashboards is...

Site Content & Design Site Content & Design > Content Discovery Content Discovery

Thumbnail Preview Images

When viewing a list of dashboards, Curator has the ability to display a custom preview of the Tableau Server view as a thumbnail image. These thumbnails can either be set manually while creating or ed...

Site Content & Design Site Content & Design > Loading Screens Loading Screens

Loading Screens

Loading screens can be used to show text or animations while a dashboard is loading. To create a loading screen: Navigate to the backend of the system (e.g. https://www.site.com/backend). Log in if p...

Users & Groups Users & Groups > User Management User Management

Users and Groups Overview

Frontend Users "Frontend users" (or local Curator users) are responsible for bringing together your various platforms to create individual frontend experiences. These users are matched based...

Users & Groups Users & Groups > User Management User Management

User Sync and Membership Sync Overview

There are two different sync process that run in Curator: the user sync and the group membership sync. There used to be one sync that did both, but we found bringing over every user and group resulted...

Users & Groups Users & Groups > User Management User Management

Reset User's Password

When managing users you may find a need to change a user's password on Curator. The method used to change user's passwords will depend on the authentication type you are using on Curator: when using ...

Users & Groups Users & Groups > User Management User Management

Frontend Users

NOTE: This is for use with the authentication setting [Curator Users]() only If you're using Curator as the authentication source (or SAML IdP), the system will enable administrators to manage the fro...

Users & Groups Users & Groups > User Management User Management

Automatic License Provisioning

Tableau allows Administrators to manage their licences in a way that all users can be added as unlicensed and only grant them a license once they are logging into Tableau Server. You can now use this ...

Users & Groups Users & Groups > User Management User Management

Just-in-time (JIT) Provisioning

JIT Provisioning on Curator When paired with externally managed authentication providers (SAML, Tableau Server, Active Directory, etc.), Curator will automatically create a user record in its own data...

Users & Groups Users & Groups > User Management User Management

Username Mapping

If your analytic infrastructure was built by several independent groups within your organization, it's possible that the username formats don't match across the platforms. Authenticating to each platf...

Users & Groups Users & Groups > User Management User Management

Custom Attributes

With Tableau Cloud, and Tableau versions 2023.1 and above, you can now pass through User Attributes from Curator or your SAML IdP (e.g. Okta, Azure AD) seamlessly through to your Tableau Dashboards. ...

Users & Groups Users & Groups > User Security User Security

Frontend User Permissions

In order to manage permissions on Curator, there are a few different ways to control access to content - it's largely dependent upon which content type you're working with. First, we'll begin with tr...

Users & Groups Users & Groups > User Security User Security

Password Change

The Password Change feature allows frontend users to reset their password through Curator. NOTE: This only works if you have chosen Curator Users or Tableau Server as your Authentication Type in the S...

Users & Groups Users & Groups > User Security User Security

Password Reset

Some users want the ability to reset their Tableau Server account password from Curator. The Password Reset feature can address that issue but will require some additional setup. To use this it is req...

Users & Groups Users & Groups > User Security User Security

Password Expiration and Complexity

For sites that use password change or password reset options you can now enable password expiration to force frontend users to change their passwords on a frequent basis. To further bolster security, ...

Users & Groups Users & Groups > User Security User Security

Disabling Link-preview Security

Curator will automatically check with the source system (e.g. Tableau) when a user logs in to determine their access to linked content from those systems. However, you can bypass this initial check a...

Users & Groups Users & Groups > User Security User Security

User Throttling

As a security measure, Curator throttles certain activities for a user to mitigate malicious activities. Where possible, this blocks the logged in user. If there is no logged in user, then it blocks...

Site Administration Site Administration > User Notifications User Notifications

Third Party Cookies

Embedding visualizations within Curator requires third party cookies to be enabled. By default Chrome and Firefox allow this but Safari does not. When you encounter this issue, the embedded visualiz...

Site Administration Site Administration > Backend Administrators Backend Administrators

Overview

Backend Administrators accounts are separate from Tableau Server users and only exist on Curator. Permissions can be customized for a backend user to allow for a range of access. New permissions becom...

Site Administration Site Administration > Backend Administrators Backend Administrators

Password Reset

Forget your backend administrator password? A Curator backend administrator user's password can easily be reset by other users who have Backend User access. No one left to reset your password? If ther...

Site Administration Site Administration > Admin Email Notifications Admin Email Notifications

System Notifications

To ensure you are able to easily manage your Curator instance without having to check-in all the time, you can subscribe to emails that generate from Curator's notification system. These emails will ...

Site Administration Site Administration > Admin Email Notifications Admin Email Notifications

Data Manager Notifications

To stay up-to-date on the data being submitted to Curator you can subscribe multiple users to receive email notifications immediately after a form has been submitted. These emails will also contain t...

Site Administration Site Administration > Performance Performance

Troubleshooting Load Times

When determining the root-cause of latency issues on Curator, using the debug mode for Curator is the fastest way to rule out a number of issues that may be causing slow loading times. This can come ...

Site Administration Site Administration > License Key License Key

Updating License Key

Adding or updating your license key is only required for new installations, or migrations that have failed to carry over your license key. Typical license keys are allowed on up to 3 instances so lon...

Site Administration Site Administration > Standards Compliance Standards Compliance

Web Accessibility

This document provides instructions on how to scan your Curator portal for compliance with the Web Content Accessibility Guidelines (WCAG) Prerequsites Install the WAVE Accessibility Extension for Mo...

Upgrading & Migration Upgrading & Migration > Upgrading 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 "Cur...

Upgrading & Migration Upgrading & Migration > Upgrading Upgrading

Disable Curator Upgrades

Curator can be set up on a server that does not have access to outside networks. When you have this setup it is advised to Disable Upgrades. This will prevent any issues if someone accidentally clicks...

Upgrading & Migration Upgrading & Migration > Upgrading Upgrading

Offline Upgrades (Airgapped)

If you've installed Curator on a server that is cut off from internet access, we provide a Manual Update option. This requires enabling the Disable Curator Upgrades setting to be enabled so you can pe...

Upgrading & Migration Upgrading & Migration > Upgrading Upgrading

Dependency Updates

Curator Dependency Upgrades Need to update PHP, Apache, or MariaDB on your webserver? Curator's upstream dependencies need to be upgraded every so often as well! Note: Before upgrading any dependencie...

Upgrading & Migration Upgrading & Migration > Upgrading Upgrading

Troubleshooting Upgrades

Occasionally, you may run into issues during the upgrade process. We've provided some common scenarios and how to quickly resolve them below. NOTE: While running updates, it is always a good idea to h...

Upgrading & Migration Upgrading & Migration > Migration Migration

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...

Upgrading & Migration Upgrading & Migration > Backups Backups

Curator Backup

The Import / Export is a great way to backup your Curator data but sometimes a more complete backup is needed. The Full Backup will export an entire snapshop of all your Curator data (it's a full data...

Upgrading & Migration Upgrading & Migration > Backups Backups

Taking a Manual Full Backup

While we highly recommend using the built-in Full Backup functionality within Curator, there are times where that isn't possible or when implementing your own full backup process. This guide will cov...

Upgrading & Migration Upgrading & Migration > Backups Backups

Manual Restoration of Curator Backup

Warning If you haven't attempted to use the Curator interface to restore from a full backup, go do that now (Backend > Settings > Curator > Import/Export > Full Backup tab). This guide is...

Server Management Server Management > System Administration System Administration

Filesystem Permissions

Curator needs full access to its filesystem to run correctly. Often, permissions errors can occur when elements, such as the job system, are misconfigured, or external processes, such as an antivirus ...

Server Management Server Management > System Administration System Administration

Updating Curator Logging

In a recent update to Curator, we changed the structure of the logging system. In some instances, the automated update may not work due to server configuration issues. Below you'll find the steps to...

Server Management Server Management > System Administration System Administration

Linux: Cron Troubleshooting

Curator runs regularly scheduled tasks on Linux using the web-server's cron. This takes care of things like status checks, scheduled reports, user-syncing along with a host of other very important it...

Curator API Curator API > Getting Started Getting Started

Curator API Overview

The Integration System gives you many options for interfacing programmatically with the backend. This API gives you access to the metadata behind your portal content as well as the ability to update c...

Curator API Curator API > Getting Started Getting Started

Curator Integration Overview

You can relay API calls from Curator, make Curator run scripts and do other interesting things....

Curator API Curator API > API Docs API Docs

Integration

/integration/commands Returns a list of all commands Returns: array Example Response: { "result": "Success", "msg": [ { "id": 1, "name": "Test Command", ...

Curator API Curator API > API Docs API Docs

Curator API

/portal/info Returns all information about Curator. Parameters: boolean ini Shows PHP ini settings boolean extensions Shows loaded PHP extensions Returns: array Example Response: { "version": "20...

Curator API Curator API > API Docs API Docs

Tableau API

/tableau/createDashboard Creates a dashboard record Common Parameters: title required The title of your dashboard url required This is the url of the dashboard on the Tableau Server environment. slu...

Curator API Curator API > API Docs API Docs

Content

/content/createFile Creates a file model Example Usage: Python Script Parameters: file The file Returns: array Example Response: { "result": "Success", "msg": 0 } /content/createNavMenu Cre...

Curator API Curator API > API Docs API Docs

User API

/user/createBackendUser Creates a backend user Returns: array /user/createFrontendGroup Creates a Frontend Group. Note: To add members to your Frontend Group, use the addUserToGroup API endpoint. Exam...

Curator API Curator API > Custom Integration Custom Integration

Scripts

You can set up custom scripts to run by the site. This requires the "Integration" setting to be enabled. To create a custom script to be run on a schedule or ad hoc: Navigate to the backend...

Curator API Curator API > Custom Integration Custom Integration

Commands

You can set up custom commands to run by the site. This requires the "Integration" setting to be enabled. To create a command to be run on a schedule or ad hoc: Navigate to the backend of t...

Curator API Curator API > Custom Integration Custom Integration

Subscription Routing

Curator integrates nicely with Tableau's native subscription system. When users receive a subscription email, however, you may not wish the users to be routed to Tableau Server. If you would rather us...