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 for the installation kit for the Cloud Proxy, for all supported Operating Systems.
Download the Cloud Proxy on the local storage of your workstation.
The installation kit only needs to be run once, therefore it does not matter where you place the downloaded file. All operating system 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. Furthermore, you need to remember that Cloud Proxy needs to be running whenever you want to use PRISMA Home.
More information: 
Cloud Proxy installation procedure
The supported operating systems are 64-bit architecture:
Microsoft Windows 10
Apple macOS 10.15, Catalina or any newer version
NOTE
If you connect via VPN, you need to also configure the VPN connection.
Use Cloud Proxy to register devices for PRISMA Home.
You can add the devices one by one, or by supplying a range of IP addressees, and let Cloud Proxy discover all of them.
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.
Video: 
Enabling applications
Invite other users to create accounts in your tenant in PRISMA Home.
When you send the invitation, you have to 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.
In a similar way each application offers user roles tailored to their specific needs. If the application offers management settings, it will offer the [Administrator] role as option.
Video: Managing users
This is what you need to do to get started with PRISMAlytics Accounting, after you already passed the steps above:
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.
Video: PRISMAlytics Accounting: Adding users and devices to groups
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.
Process your print shop data into reports.
Video: PRISMAlytics Accounting: Intro: reports, personal data
Instruct PRISMAlytics Accounting to generate your reports automatically.
Vdeo: PRISMAlytics Accounting: Generating reports automatically