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 PRISMAlytics Accounting applications and tools.
This is what you need to do to get started:
Use Cloud Proxy to register devices for PRISMAlytics Accounting.
You can add the devices one by one, or by supplying 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 allowed to access them. This operation consists only on setting 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.
Assign a role to each 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 data about users which 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 coming into 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 anonymised data.
Instruct PRISMAlytics Accounting to generate your reports automatically.
You can watch a short video demonstrating how to register the devices by following this link: