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. Embed Authentication
    4. Trusted Tickets
    5. Alternative URL Routing
    6. Tableau Server Repository
    7. Tableau API Debugging
    8. 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. Share Workbook
    2. Adding a Dashboard
    3. Tableau Worksheets and Stories
    4. Generating Titles
    5. Data Export
    6. Custom Views
    7. Email Subscriptions
    8. Download Workbook
    9. Pause and Resume Changes
    10. URL Action Overrides (Link Target)
    11. Dashboard Settings
    1. Adding a Pulse Metric
    1. Preloading Filters and Parameters
    2. Specify Filter Sheet
    3. Filters
    4. Parameters
    5. Hidden Sticky Filters and Parameters
    6. Apply Button
    7. Filter Categories
    8. Caching Filter and Parameter Options
    1. Updating Data Groups
    2. Sending Data to Webhooks
    3. Web Data Connector (WDC)
    4. Exporting Data
    5. Data Manager Basics
    6. Creating a Form
    7. Connecting to Data Manager
    8. User Commenting
    9. Field Calculations
    10. Mark Commenting
    11. Dashboard Feedback
    12. Importing Data
    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. 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. Updating Curator Logging
    2. Disk Speed Metrics
    3. Server Hardening Procedures
    4. Filesystem Permissions
    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
        1. Menu Tuning
        2. Cache Warming

      Embedding & Using Analytics: Report Builder

      Overview and Enabling Report Builder

      The system can allow users to export one or more Dashboard snapshots as a Microsoft PowerPoint or PDF presentation.

      Optimal Tableau Connection

      This functionality requires either Trusted Ticket authentication is enabled, or that you use Connected Apps. However Connected Apps are the most stable option. If you are experiencing any issues with image-retrieval and you are using Trusted Tickets with your Tableau connection, make sure to change to Connected Apps.

      Enable Report Builder

      1. Navigate to the backend of the system (e.g. http://curatorexample.com/backend).
      2. Log in if prompted.
      3. Click on Settings > Curator > Portal Settings in the left navigation.
      4. Click on the "Features" tab at the top of the main page content.
      5. Scroll down to, and expand the "Toolbar Buttons (Curator Actions)" section.
      6. Click to toggle on the "Report Builder" function and click the "Save" button.

      Download one or more dashboards as a PowerPoint or PDF presentation

      1. Navigate to the frontend of the system (e.g. http://curatorexample.com).
      2. Log in if prompted.
      3. Navigate to the desired Dashboard by using the navigation menu.
      4. Modify the filters, etc. as desired on the Dashboard.
      5. Click on the presentation icon at the top right portion of the screen. Normally this is displayed on the right side of the title bar in the Dashboard.
      6. Click on the camera icon to take a snapshot of the current Dashboard as a presentation slide.
      7. Repeat steps 3-6 as desired to create the slides that should be included in the presentation. Note: You can navigate to other eligible dashboards to add as slides to the same PowerPoint presentation.
      8. If you need to rearrange the ordering of the slides, you can drag and drop them as needed.
      9. If you need to delete all of the slides, click on the trash can icon to remove them and repeat steps 3-6 as desired to add the correct slides. If you need to delete a single slide, drag and drop the slide on to the trash can icon.
      10. Click on the PowerPoint button to create a PowerPoint presentation of the specified slides. Click on the PDF button to create a PDF presentation of the specified slides.

      Adding all Tabs from a Single Workbook

      When capturing slides for your Report Builder Report, you may want to capture the entirety of a workbook that has been embedded into Curator. This setting can be enabled by administrators and will present an optional button in the Report Builder modal in addition to the standard "Capture Dashboard" button. To enable this additional button:

      1. Click on Settings > Curator > Portal Settings in the left navigation.
      2. Click on the "Report Builder" tab.
      3. Click to toggle ON the "Enable Workbook Capture" button and click the "Save" button.

      NOTE: When using this feature with Connected Apps, Tableau requires that the Dashboard be published with the Show Sheets as Tabs checkbox is selected.