Civis

Credentials

• Adding a BigQuery Database Credential
• Setting up Salesforce Credentials in Civis
• Credentials
• Adding a Google Service Account for Google Doc Imports/Exports
• Adding a Server Certificate to Civis for a Database Sync
• Adding a Google Analytics Credential to Civis

Civis Platform Key Features

• Favorites
• Notifications
• Global Search
• Transfer Ownership
• Filtering and Sorting
• Clone

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General

• Quick Start Guide
• Self-Guided Tutorial
• Civis Browser Support
• Civis Help Center Portal
• Creating Slack Messages from Platform
• Interpreting Memory & CPU Usage

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Login

• Two Factor Authentication (2FA)
• How to Set Up Google Authenticator for Civis Platform
• Reset Password
• Civis Account Recovery Policy and Process

Troubleshooting Docs

• Resetting Database Passwords
• Self Servicing Permissions on Database Objects
• Self-Service Sharing on Platform Objects
• Troubleshooting Common Errors with Tableau Usage/Setup in Platform
• Troubleshooting Version Control

Data Catalog

• Database Privileges
• Welcome to Data Catalog
• Introduction to Table Tags

M-DIVE Help Center

• M-DIVE Training Videos
• M-DIVE User License Types

Identity Resolution

• An Example of Setting up Identity Resolution (IDR) in a Workflow
• IDR Usage Allocation Policy and FAQ
• Common IDR Errors and How to Fix Them
• Identity Resolution Usage Dashboard
• Civis Identity Resolution
• Table Deduplication

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API

• API Basics
• Civis Python API Client
• Civis R API Client
• Configuring Scripts via the Civis API
• Generating an API Key
• Reading API Documentation

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Civis Files

• Uploading a file to the files endpoint

Data Products

• Civis Model Adjustments
• Basefile "Pull" Delivery Instructions
• Civis Data Overview & FAQ
• Civis Data Appends

Enhancements

• Address Correction (CASS/NCOA)
• Civis Data Match
• Custom Match Target Requirements
• Formatting Columns for Matching Enhancements
• Geocoding
• Geocoding Update Q2 2023 FAQ’s

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Exports

• Adding SSL Key Pairs to DBSyncs
• Creating an Export to FTP and SFTP
• Database Export
• Export Caching
• Export to Google Sheet
• Salesforce Export

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Imports

• Platform Integrations
• Advanced Settings for Database Imports
• Advanced Settings for File Imports
• Automatic Column Renaming
• Creating an Import from Facebook (Page Insights)
• Creating an Import from Google Analytics

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Models

• Civis Data Sampling and Modeling Training 101
• CivisML
• CivisML Template Guide

Notebooks

• Third-Party Cookies in Services and Notebooks
• Importing Private Libraries into an R Notebook
• Importing Private Libraries into a Python Notebook
• Notebooks, Services, and Scripts Troubleshooting
• Version Control: Notebooks
• Packages in Notebooks

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Projects

• Adding Objects to Projects
• Auto-Share Projects
• Introduction to Projects

Query

• Adding a Column Description
• Finding Redshift Dependencies
• Query
• SQL Tutorials

Redshift and Postgres

• Direct Database Connections via SQLAlchemy or Psycopg2
• Distkeys and Sortkeys
• Granting Permissions to Database Objects
• Group Database Privileges
• Managing Database Permissions
• Redshift Documentation

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Reports

• Civis Platform Looker Studio Connector
• Publishing Reports in Tableau
• Refreshing Tableau Reports with the Civis API
• Reports on Civis Platform
• User-Level Filtering in Tableau

Services

• Civis Service Deployment
• Shiny Apps in Civis Platform
• Shiny App Deployments

Scripts

• Container Scripts
• Public Civis Docker Images
• Python Scripts
• R Scripts
• Script Templates
• SQL Scripts

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Admin Management

• Admin Center
• Assume Role
• Creating Groups
• Creating Users
• Database User Administration
• Platform Compute Partitions

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Workflows

• Advanced Workflows Features & Examples
• Parameterized Workflows
• Workflows Basics