Getting in touch for the first time with PRISMAlytics Accounting can be overwhelming. The purpose of this chapter is to guide you step by step through the actions needed in order to have a fully functioning PRISMAlytics Accounting.
Please read the steps below carefully to make sure you make optimal use of your PRISMA Home applications and tools.
This is what you need to do to get started:
Obtain the most recent version of the Cloud Proxy.
Navigate to the . The bottom of the panel titled "[List of devices] " contains the links to the installation kit for the Cloud Proxy, for all supported Operating Systems.
The procedure for obtaining the most recent version of the installation kit for Cloud Proxy is presented in a short video here:
Download the Cloud Proxy onto your workstation's local storage device.
The installation kit only needs to be run once, so it doesn't matter where you save the downloaded file. All operating systems provide you with a "Downloads" folder, and the web browser is already aware of it.
Install the Cloud Proxy on your workstation.
NOTE
This action requires administrative privileges. In addition, you need to remember that Cloud Proxy needs to be running whenever you want to use PRISMA Home.
You can read the step-by-step procedure by following this link:
https://docs.cpp.canon/help?product=CloudProxy&context=cloudproxyinstall.
The following 64-bit architecture operating systems are supported:
Microsoft Windows 10
Apple macOS 10.15, Catalina or any newer version
NOTE
If you connect via VPN, you also need to configure the VPN connection.
Use Cloud Proxy to register devices for PRISMA Home.
You can add the devices one by one, or you can supply a range of IP addressees and let Cloud Proxy discover all of them.
You can watch a short video demonstrating how to register the devices by following this link:
Allow the applications to use the newly added device(s).
Once you have registered the devices, you need to check each application that is allowed to access them. This operation consists simply of marking the check box near the name of the application in the [Details] panel of the (you may need to scroll down until you see the [Applications] list.
Invite other users to create accounts in your tenant in PRISMA Home.
When you send the invitation, you must select what type of user role to assign for the PRISMA Home portal.
.
Two roles are available:
[Employee], which is an employee of the print company.
The employee is not able to change settings.
[Administrator] which is the administrator of the print company.
The administrator can change settings and can perform any of the available actions.
Assign a role to each registered users in the available applications.
Similarly, each application offers user roles tailored to their specific needs. If the application offers management settings, it will offer the [Administrator] role as an option.
This is what you need to do to get started with PRISMAlytics Accounting once you have completed the steps above:
Assign a role to each of the registered users in PRISMAlytics Accounting.
NOTE
The pool of PRISMA Home users is different from the users you can find in the user-related reports. The reports will only show user data that was printed on your configured devices.
You can watch a short video demonstrating how to register the devices by following this link:
Configure PRISMAlytics Accounting to retrieve data from the devices.
You can do this manually whenever you need to update the data, or automatically.
NOTE
New data entering the system gets processed and split into your custom categories, such as users groups and devices groups.
Data present in your tenant's database when you create the groups is not processed.
The same observation is valid for the anonymized data.
Process your print shop data into reports.
You can watch a short video on how to manage the reports by following this link:
Instruct PRISMAlytics Accounting to generate your reports automatically.
By following this link, you can watch a short video demonstrating how to generate a series of reports automatically: