1. Titles and Toolbars

    2. Homepage

    3. Curator Styles

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. Error Pages

    4. SSRS Embedding

    5. Explorer

    6. User Customized Metrics

    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: 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

    1. Frontend User Permissions

    2. Password Change

    3. Password Reset

    4. Password Expiration and Complexity

    1. E-mail Configuration

    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. Manual Restoration of Curator Backup

    10. Updating Curator Logging

    11. Third Party Cookies

    12. Troubleshooting Load Times

    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

Setup: 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




Automated Setup

This installer works with the following distributions:

  • CentOS 8
  • RedHat 8
  • Ubuntu 20.04 or 22.04
  • Amazon Linux AMI 2

Note: The automated installer should cover the vast majority of setups, but each server is different and may require commands specific to your IT infrastructure.

After running the command above:

  1. SSH into your web server, ensure you're using a user that has full sudo access, and run the command below:

    curl -s -o linux_install.sh https://api.curator.interworks.com/scripts/linux_install.sh && chmod +x ./linux_install.sh && ./linux_install.sh
  2. Locate your license key (sent from InterWorks) as well as /var/www/curator_info.txt to retrieve user credentials.

  3. Open http://yourportalurl.com/install.php in a browser (Note: this may be an IP address or computer name until your IT team sets up DNS.)

  4. Follow the steps to finalize your installation using the license key and credentials from step #1.

  5. Login to the backend of Curator using the credentials from step #1 and start your configuration! (the backend can be accessed from http://localhost/backend or http://yourportalurl.com/backend)




Custom Setup

The install script can take optional parameters to set specific values at launch. This can be helpful in distributed setups, or scripted installations.

curl -o linux_install.sh https://api.curator.interworks.com/scripts/linux_install.sh
chmod +x ./linux_install.sh 
./linux_install.sh -f -h [put_your_database_host_here] -u [username for db here] -p [password_for_db_here] -P [database_port_here] -d [database_name_here] -l [license_key_here] -s [persistent_storage_location_here] -v [curator_version_here]

The install script's flags are as follows:

  • -f Full Installation, this flag is required in most custom setups to avoid the in-browser installer.
  • -h The database hostname (This is needed if using an external database host.)
  • -u The database username (Default: tableau_portal)
  • -p The database password (This is needed if using an external database, or if you would like to specify a specific password when creating the local database. By default, the installer will automatically generate a secure password.)
  • -P The database port (This is needed if using an abnormal port for an external database. The default port is 3306.)
  • -d The database name (Default: tableau_portal)
  • -l The License Key for your Curator installation. When performing a full installation, this is required.
  • -s Location of a persistent storage location (If installing a distributed system, or on a Docker container, a persistent filesystem may be needed to share uploaded files across instances.)
  • -v Specify the version of Curator to be installed (Defaults to latest version if not included. Versions older than 2021.08.04-05 can't be installed.)




Advanced Setup

The automated installations install and configure LAMP environment and dependencies using standard Linux repositories. In rare situations, a more manual installation may be required. If this is the case, consult our technicians for guidance.