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. 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. Supported Tableau Server Versions
    2. REST API Integration
    3. Tableau Cloud Setup
    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
    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. 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. Exporting Data
    3. Data Manager Basics
    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. Powerpoint
    2. Overview and Enabling
    3. Email Option
    4. Scheduled Reports
    5. Fallback Image
    6. Watermark Text
    1. Adding a Pulse Metric
    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. Looker Embedding
    2. YouTube Embedding
    3. Pages Overview
    4. Tiles
    5. Explorer
    6. Forms
    7. Blogs
    8. User Customized Metrics
    9. Manual Embeds (iFrame)
    10. SSRS Embedding
    11. Box Embedding
    1. Files
    1. Error Pages
    2. Tutorials
    3. Notices
    1. Hidden Content
    2. Search
    3. Keywords
    4. Favorites
    5. Featuring Content
    6. Thumbnail Preview Images
    1. Loading Screens
    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. Server Hardening Procedures
    2. Disk Speed Metrics
    3. Filesystem Permissions
    4. Updating Curator Logging
    5. Linux: Cron Troubleshooting
    1. Curator API Overview
    2. Curator Integration Overview
    1. Authentication
    2. Integration
    3. Curator API
    4. Tableau API
    5. Content
    6. User API
    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
    Org Chart
    ThoughtSpot Search

Setup: Trial Quick Start Guide

Getting Started

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!

First Steps

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: trial screen

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 and continue to the Admin Settings below.

Admin Settings

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

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. backend user account page

Click the save button to apply your changes.