1. Linux
    2. Windows
    3. IIS (Unavailable)
    1. Authentication Methods Overview
    2. Okta (SAML)
    3. OneLogin (SAML)
    4. Windows LDAP (IIS) - DEPRECATED
    5. Curator Users
    6. Azure AD (SAML)
    7. OneLogin (OIDC)
    8. Multifactor Authentication
    9. Signing SAML Login Requests
    10. Active Directory
    1. Windows SSL (IIS) - DEPRECATED
    2. Force SSL
    3. Linux SSL
    4. Windows SSL
    5. Basic HTTP Authentication
    1. E-mail Configuration
    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. Tableau API Debugging
    2. REST API Integration
    3. Trusted Tickets
    4. Tableau Cloud Setup
    5. Alternative URL Routing
    6. Using Postman to Test Connection
    7. Tableau Server Repository
    8. Supported Tableau Server Versions
    9. API Connections Overview
    1. Azure App Setup
    2. Service Principal Setup
    3. Curator Connection
    1. Integrating ThoughtSpot with Curator
    1. Replace Dashboard URLs
    1. Download Workbook
    2. Share Workbook
    3. Custom Views
    4. Adding a Dashboard
    5. Generating Titles
    6. Data Export
    7. Email Subscriptions
    8. Pause/Resume Changes
    9. URL Action Overrides (Link Target)
    1. Specify Filter Sheet
    2. Filters
    3. Parameters
    4. Hidden Sticky Filters/Parameters
    5. Apply Button
    6. Filter Categories
    7. Caching Filter/Parameter Options
    1. Data Manager Basics
    2. Updating Data Groups
    3. Exporting Data
    4. Creating a Form
    5. Connecting to Data Manager
    6. User Commenting
    7. Field Calculations
    8. Mark Commenting
    9. Importing Data
    10. Web Data Connector (WDC)
    1. Overview and Enabling
    2. Email Option
    3. Scheduled Reports
    4. Watermark Text
    1. Curator Styles
    2. Homepage
    3. Titles and Toolbars
    4. Group Overrides
    5. Page Meta Titles (SEO)
    1. Managing Menus
    2. Menu Items
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    4. Tagged Workbooks
    5. Site Switcher
    1. Pages Overview
    2. Tiles
    3. Explorer
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    5. Blogs
    6. User Customized Metrics
    7. Manual Embeds (iFrame)
    8. SSRS Embedding
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    1. Files
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    3. Notices
    1. Hidden Content
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    1. Loading Screens
    1. Users and Groups Overview
    2. User Sync and Membership Sync Overview
    3. Reset User's Password
    4. Frontend Users
    5. Automatic License Provisioning
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    7. Username Mapping
    8. Custom Attributes
    1. Frontend User Permissions
    2. Password Change
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    5. Disabling Link-preview Security
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    1. Curator API Overview
    2. Curator Integration Overview
    1. Integration
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    5. User API
    1. Scripts
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    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
      1. Password Settings

    Setup: Trial Quick Start Guide

    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 organization. In today's data-driven world, the ability to harness and interpret information is crucial for staying ahead of the competition and optimizing business processes. Whether you're a seasoned developer or a novice enthusiast, this step-by-step tutorial will walk you through the process of creating an analytics portal, integrating data sources, adding dashboards, and designing an intuitive user interface. Get ready to transform your data into actionable knowledge and unleash the full potential of analytics with our easy-to-follow instructions and best practices. Let's embark on this exciting journey of building your very own analytics portal!


    Getting Started

    You’ve just reached out to an InterWorks Account Executive and have had a free trial set up.

    You should have received an email that looks like this:


    Front End vs Admin

    The front-end login will direct you to your portal and show you what your end users will see. The default URL should appear as companyname.portals.interworks.com and is fully customizable.

    The admin login will lead you to administrative settings and the URL should appear as companyname.portals.interworks.com/backend. The administrative settings are where you will build your analytics portal, control your authentication, and manage your users.

    Click on the Admin login

    Admin Settings

    After entering your username and password, you should enter a screen that looks like this:

    Admin Menu Options

    To the left, you’ll see the menu options. They are categorized into 4 sections.

    1. Content: Pages, files and navigation
    2. Tableau: Dashboards, filters and parameters
    3. Integrations: Tableau Server connections and user group syncs
    4. Settings: Curator settings, upgrades, security and users

    Update your Account Information and Password

    In a Curator trial? Go ahead and navigate to the next page on Setting Up Your Portal. If you change your trial credentials then we will not be able to easily troubleshoot issues for you!

    If you are working on setting up your own instance, then go ahead and update your account information and password from the defaults.

    To do this, click on your icon on the top right, and update your First Name, Last Name, and Password.

    Click the save button to save your changes.