Setup

1. Installation

   1. Linux

   2. Windows

   3. IIS (Unavailable)

2. Authentication

   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

3. SSL

   1. Windows SSL (IIS) - DEPRECATED

   2. Force SSL

   3. Linux SSL

   4. Windows SSL

   5. Basic HTTP Authentication

4. High Availability

   1. High Availability

5. Central Dispatch

   1. Windows

   2. Linux

6. Proxy Configuration

   1. Forward Proxy

   2. Reverse Proxy

7. Trial Quick Start Guide

   1. Getting Started

   2. Setting Up Your Portal

   3. Adding Your First Dashboard

   4. Creating Your First Page

Creating Integrations

1. Tableau Connection

   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

2. Power BI Connection

   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

3. ThoughtSpot Connection

   1. Integrating ThoughtSpot with Curator

4. Updating Connections

   1. Replace Dashboard URLs

   2. Temporarily Disabling Connections

Embedding & Using Analytics

1. Tableau Dashboards

   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

2. Tableau Metric

   1. Adding a Pulse Metric

3. Filters & Parameters

   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

4. Data Manager

   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

5. Report Builder

   1. Overview and Enabling

   2. Email Option

   3. Scheduled Reports

   4. Fallback Image

   5. Watermark Text

   6. Powerpoint

Site Content & Design

1. Theme

   1. Curator Styles

   2. Homepage

   3. Titles and Toolbars

   4. Group Overrides

   5. Page Meta Titles (SEO)

2. Menus

   1. Managing Menus

   2. Menu Items

   3. Restrict Access

   4. Tagged Workbooks

   5. Site Switcher

3. Pages

   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

4. Files

   1. Files

5. Content Discovery

   1. Hidden Content

   2. Search

   3. Keywords

   4. Favorites

   5. Featuring Content

   6. Thumbnail Preview Images

6. Loading Screens

   1. Loading Screens

7. User Notifications

   1. Error Pages

   2. Tutorials

   3. Notices

Email Formatting

Users & Groups

1. User Management

   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

2. User Security

   1. Frontend User Permissions

   2. Password Change

   3. Password Reset

   4. Password Expiration and Complexity

   5. Disabling Link-preview Security

   6. User Throttling

Site Administration

1. User Notifications

   1. Third Party Cookies

2. Backend Administrators

   1. Overview

   2. Password Reset

3. Admin Email Notifications

   1. System Notifications

   2. Data Manager Notifications

4. Performance

   1. Troubleshooting Load Times

   2. Cache Warming

5. License Key

   1. Updating License Key

6. Standards Compliance

   1. Web Accessibility

Upgrading & Migration

1. Upgrading

   1. System Upgrade

   2. Disable Curator Upgrades

   3. Offline Upgrades (Airgapped)

   4. Dependency Updates

   5. Troubleshooting Upgrades

2. Migration

   1. Importing and Exporting

3. Backups

   1. Curator Backup

   2. Taking a Manual Full Backup

   3. Manual Restoration of Curator Backup

Server Management

1. System Administration

   1. Updating Curator Logging

   2. Disk Speed Metrics

   3. Server Hardening Procedures

   4. Filesystem Permissions

   5. Linux: Cron Troubleshooting

Curator API

1. Getting Started

   1. Curator API Overview

   2. Curator Integration Overview

2. API Docs

   1. Integration

   2. Curator API

   3. Tableau API

   4. Content

   5. User API

   6. Authentication

3. Custom Integration

   1. Scripts

   2. Commands

   3. Subscription Routing

Tutorials

Assets

Best Practices

1. Performance

   1. Menu Tuning

   2. Cache Warming